{"version":"1.0","provider_name":"Daftra Knowledge Base","provider_url":"https:\/\/docs.daftra.com\/en\/","author_name":"Haya Assem","author_url":"https:\/\/docs.daftra.com\/en\/author\/haya-assem\/","title":"Assign an Insurance Agent to a Client - Daftra Knowledge Base","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"OtBayMGO2P\"><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-an-insurance-agent-to-a-client\/\">Assign an Insurance Agent to a Client<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-an-insurance-agent-to-a-client\/embed\/#?secret=OtBayMGO2P\" width=\"600\" height=\"338\" title=\"&#8220;Assign an Insurance Agent to a Client&#8221; &#8212; Daftra Knowledge Base\" data-secret=\"OtBayMGO2P\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script>\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n<\/script>\n","description":"[vc_row][vc_column][vc_column_text]After adding a new insurance company and insurance category in the previous tutorial, we will now link them with the clients so that the system can automatically apply insurance when creating invoices for this client. To do this, we need to have clients in the account.[\/vc_column_text][vc_column_text]Since we already have clients in our eyewear shop account, [&hellip;]","thumbnail_url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/pph.png"}