To access the Agent Setup Screen and set up your agents/CSRs/users:

Note: You cannot add information about a client until there is at least one agent added in your list of Insurance Companies

1. From the Agency Settings dropdown menu from the Tool bar at the top of the screen, select Manage Agents.
2. Click on Add a new Agent from the Options area of the screen.
3. Enter the name, address, phone numbers and otehr informaiton about the agent in the specified entry fields.
4. The User ID and Password are unique to the agent.
5. Commission % or Flat Fee entry will allow you to automatically calculate the agent's commission as a percentage of the Agency commission or apply a flat fee.
6. Set up Agent access rights to Insurance Pro by selecting items from the Choose Data Access Permission area.

NOTE: At least one of the agents MUST have access to the Manage Agents screen (Allow Agency Setup must be checked).