Before adding new brokered P&C Business, an Agencyzoom account admin must select all of the carriers you do business with.
- Go to My Agency
- Click on Carrier Setup
- Select all of the carriers then click Save
Note: Open a support ticket if you can't find a carrier and we'll be glad to add it to the list.
Adding Brokered P&C policy
- Click on Add Business
- Complete the mandatory fields regarding the Customer, then select Next
- Complete the mandatory fields regarding the Policy, then select Add
- If applicable, select + Add another policy and complete the previously listed steps
- Select Create Welcome Packet to generate your customers customized Welcome Packet or Skip Welcome Packet to move forward without.