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To Add an Agency

1. From the eSite menu, select Setup—Global—Credit/Insurance Agencies.
2. From the Credit/Insurance Agencies Grid, click Add Agency.
3. On Credit Insurance Agency Tab, from the Agency Code drop-down list, select the credit or insurance agency you want to add.
4. In the Agency Name field, the name associated with the credit or insurance agency code.
5. Click Save.

See Also

To Edit an Agency

Credit and Insurance Agencies Overview

Credit/Insurance Agencies Grid

Credit Insurance Agency Tab

Setup Questions to Set up an Agency