| This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
To enter a broker's customer:
Make sure the broker who is bringing the business into the agency is set up in the Broker Setup.
Add the Customer to the Customer Center.
In the Name & Address section of the New Customer form, check the Brokers Customer checkbox and select the originating broker in the Broker field list box.
Checking the Broker's Customer checkbox makes the Broker field list box required.
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