- From the main menu, click on “Clients“.
- Click on “Manage Clients“.
- Click on the client to whom you want to assign an insurance class.
- For more details on how to add a client, refer to the guide ““.
- Click on the “Edit” button at the top of the client’s info.
- Under account details, assign the insurance company and class as follows:
- Insurance Agent: Select from the dropdown menu the insurance agent you wish to assign to the client.
- Insurance Class: Select from the dropdown menu the class included in the specified insurance agent that you want to assign to the client.
- Client’s Insurance Number: Enter the client’s insurance number.
- Click on the “Save” button.
