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Adding Information Associated with an Agent

Using the view tabs on the Agents screen, end users can track additional information related to agents including information about contracts, licenses and appointments, errors and omissions, National Association of Securities Dealers (NASD) registration, and policies and quotes.

To add additional information about an agent

1. Navigate to the Agents screen.
2. In the Agents list, drill down on the desired agent and click the appropriate view tab from the following list:
   • Contracts. To add information about the agent's contracts.
   • Licenses and Appointments. To add information about licenses the agent holds.
   • Errors and Omissions. To add information about the agent's errors and omissions.
   • Registration. To add information about the agent's registration status.
   • Policies/Quotes. To view policies and quotes for the agent.
3. In the selected view list, add a record and complete the necessary fields.