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To Add an Account

1. From the eSite menu, select Setup—Property—Additional—Credit/Insurance Agency Accounts.
2. Confirm that the agency code and name are set up on the Credit/Insurance Agency Tab.
3. Click Add Account.
4. Complete the fields on the Credit/Insurance Agency Account Tab.
5. Click Save.

See Also

To Edit an Account

To Delete an Account

To Add a Package

To Add Marketing Code Mappings

Credit and Insurance Agencies Overview

Credit Insurance/Agency Accounts Grid

Credit/Insurance Agency Account Tab

Add a Package Tab