How to create a new Agent without uploading as a CSV file?

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Nick Kellingley

09 November 2012 03:45

Hi,

In the Help Guide it currently says that to create a New Agent without uploading a CSV file you use the get quote process. But when I do that it tells me that I am the agent and the only option is to log out.

So my question is as per the subject line.

Thanks,

Nick

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  Chris 09 November 2012 10:32

  Hi Nick,

  Agents are created by themselves on the Get Quote process. If your logged in you will need to log out and then follow the Get Quote process as a new agent would. You will see "Please click here to sign in if you are an agent completing this form on behalf of the insured or register a new agent account."

  Kind regards

  Chris

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