How to Add, Delete, Suspend & Reactivate Agents

Created by Julianna Pinto, Modified on Wed, 2 Oct at 9:59 AM by Julianna Pinto

Instructions to Add a New Agent 


Step 1: On the Extranet, under the Agency Management tab select on Agency Info



Step 2: Search or select on Live Agencies to search for the agency then select your agency



Step 3: Select on the Agents tab on the top, next select on the Actions tab and select Add New Agent



Step 4: Complete the required information and be sure to SAVE when finished! 




Instructions to Delete, Suspend or Reactivate an Agent


Step 1: Follow the above Steps 1-3, then select on Suspend/Reactivate/Delete Agent under the Actions tab




Step 2: On the next screen, search for the agent and then under Select an action to perform tab, make your selection and be sure to Save.





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