I have a couple of situations where I would like to have branch offices of sub agents under separate agencies but have the head office see all of the quotes and policies of the branch offices. I remembered that thi could be done and have found the following help article on how to set it up:
The problem is, the agent screens seem to have changed significantly since this article was written and I can not see where to do this. Can someone please point me in the right direction?
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