Retail Agent/Broker

In this topic, we continue our discussion of the Quick Contact Search feature located under the Misc command on the Tools Menu.

On the Retail Agent/Broker tab, you can view contact information, agent notes, and licensing information relevant to the agent or broker for the submission or policy that you are working with.

On the Contact Info tab, you can review the name, physical address, and mailing address of the retail agent. Click to view the physical address on the MapQuest Web site.

You can also view information for people associated with the agent. You can use the following buttons to search, add, or edit contacts in Phone Book.

Button	Function
	Browse contacts for the selected agent/broker
	Add a new contact
	Edit an existing contact

1. Click the Retail Agent/Broker Note tab to view status notes for the agent/broker.
   Status notes can be added or edited in the Retail Agent/Broker table in Data Maintenance Utility (DMU).

2. Click the License/E&O tab to see information about the agent's licenses and errors and omissions (E&O) policy.

See Also