Creating a Client

Add a client from the agent homepage

Open the new client profile page by clicking on the ‘+

Enter client information

Enter the client’s information, including SIC code and zip code. If multiple counties appear for the zip code, select the correct county for quoting. Upload a company logo to have it appear on the proposals you create for the client.

Assign Firm User Access – All of the coworkers on the list will have access to the group, the company will appear on the agent’s home page unless you uncheck the box next to their name(s).

Create the client by clicking on Next. This will take you to the initial employee entry page.

Next: Entering and Uploading Employee Information