Assigning an Insurance Agent to a Client

1. From the main menu, click on “Clients“.
2. Click on “Manage Clients“.
3. 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 “Add a Client“.
4. Click on the “Edit” button at the top of the client’s info.
5. 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.
6. Click on the “Save” button.