Question / Issue |
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How do I attached a signature to an Agent/CSR? |
Answer / Solution |
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Attaching a signature to an Agent/CSR:
NOTE: You will need to scan or save the signature as a 2 x 0.5 inch image. You can use MIcrosoft Paint to help create this image. The image can be saved to any image format, however a Bitmap is recommended.
- Go to the Manage Agents screen.
- Select the agent that you want to attach a signature to.
- Click on View/Attach Signature at the bottom left of the screen under OPTIONS.
- Browse to the location on your computer where you saved this image and select it.
- You should see a preview of this signature in the Agent's Signature box on the screen.
- This signature can be used in the following ACORD forms:
- Insurance Binder
- Certificate of Liability
- Certificate of Property
- Evidence of Coverage
- To use the signature, generate one of these forms for the customer and click on the Use Signature button to show it on the form.
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Related Links |
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http://support.turborater.com/... Video for Managing agents, including how to attach a signature to an agent |