Entering a New Broker

Before you can begin broker-related activities, you must set up accounts for brokers from which the agency accepts clients.

From the Broker Center, click New Broker. This takes you to the Broker setup form.
Enter all pertinent information for the broker, paying close attention to the required fields. More...
Once the broker information is entered, click Save and Close. This takes you back to the Broker Center where you can continue adding broker accounts, edit a broker account, or move on to another task.