Add/Edit/View/Delete
- How Do I Delete a Power Package?
- How Do I View Power Package Details?
- How Do I Edit an Agent?
- How Do I View Details of a Specific Agent?
- How Do I View Agents?
- How Do I Add an Agent?
User Assignments
- How Do I Reactivate an Inactive Agent?
- How Do I Access Inactive Agents?
- How Do I Deactivate an Agent?
- How Do I Reactivate an Inactive Agency User?
- How Do I Access Inactive Agency Users?
- How Do I Reactivate an MGA User?
Powers
- How Do I Reassign Powers?
- How Do I Fulfill a Power Reassignment Request?
- How Do I Reassign a Power to a Different Agency?
- How Do I Assign a Power Package?
- How Do I Create a Power Package?
- How Do I Reactivate a Power Prefix?
Reports
- How Can I View Voided Reports?
- How Can I View the BUF Accounts Report?
- How can I Pay Down a Bond Report Balance?
- How Do I Add a Representative?
- How Do I View Unreported Bonds?
- How Do I View Bonds Reported from MGAs and Direct Agencies?
Settings
- How Do I Change an Agencies Net Premium Calculation?
- How Do I Use the Quick Search?
- How Do I Unassign a Representative from an Agency?
- How Do I Assign a Representative to an Agency?
- How Do I Delete a Representative?
- How Do I Edit a Representative?