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  2. 2. Agent Employer Setup
  3. Adding a New Employer

Adding a New Employer

Basic information is required for employer setup, however, adding as much as you can now will save time later!

When you log in, the first thing you’ll see is your Employer List home screen.

  1. Click on Add Employer from the Employer Listing
  2. Click on Create Employer Manually
  3. Click Next
  4. Enter Employer Details information
    Tip

    Only fields with red asterisk symbols are required when quoting!

  5. Enter Contact Details
    Valid Email Address

    This contact will receive an email for electronic signature, and other email communications when you finalize your group.

  6. Verify Agent Details
  7. Click Save
Updated on September 20, 2021

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