Navigation:  Brokers > Broker Functions > Add Broker Contact

When  in a Broker record, click to add a contact (a Broker can have multiple Contacts).

 

 

 

•Profile Tab – Tailor to collect information that adds value to your business.

•Mailing Name – This will appear on all communications and mailing envelopes.

•Active – Tick the box for all contacts currently with this Client. When contact leaves, un-tick the box to deactivate them.

•Primary – Ensure that you only tick the box of one main contact for each client as their information will default into the main Client Detail screen.

•Preferred Communication – ONLY enter if the Contact agrees to receive Marketing Communications.

•Contact Address – Tick the relevant address's that applies to the contact.

•Product Contact Defaults –

•Password/ Retype Password – These fields are for UnderwriterCENTRAL™ Online access.

 

Click to Save all data