Deleting an Insurance Agent

  1. From the main menu, click on “Insurance Agents“.
  2. From the submenu, click on “Manage Insurance Agents“.
  3. Click on the “More” button “” next to the required insurance agent, then click on “Delete” from the dropdown menu.
  4. Click on the “Yes” button when a deletion confirmation message appears.
  • Note: You cannot delete an insurance agent that has an insurance class assigned to one or more clients.