How to Add, Edit and Delete an Agency

Created by Julianna Pinto, Modified on Wed, 2 Oct at 10:11 AM by Julianna Pinto

Instructions to Add a New Agency

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

Step 2: Then select on Live Agencies and on the right side select on + New Agency

Step 3: Fill out the required information then make sure to SAVE when finished.

Instructions to Edit or Delete an Agency

Step 1: Follow Step 1 from the instructions above then Search or select on Live Agencies and select on the Agency you wish to delete.

Step 2: On the next screen, under the Actions tab select on Edit/Delete Agency Information

Step 3: Then Edit & SAVE or select DELETE to delete the Agency.