{"id":4114,"date":"2021-04-17T13:34:08","date_gmt":"2021-04-17T13:34:08","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%b4%d8%b1%d9%83%d8%a9-%d8%aa%d8%a3%d9%85%d9%8a%d9%86\/"},"modified":"2023-10-08T08:38:23","modified_gmt":"2023-10-08T08:38:23","slug":"adding-an-insurance-agent","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-insurance-agent\/","title":{"rendered":"Adding an Insurance Agent"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<div id=\"\" class=\"post-content-body-section\" style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Begin by adding the insurance agents you are contracted with, specify the insurance categories and classes for each agent, and link the clients with the insurance agents and classes. Also, assign the percentage of copayment for both the agent and the client for automatic invoice processing by the system.<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><em><strong style=\"color: #111827;\">Note:<\/strong> Before starting, make sure to <strong style=\"color: #111827;\"><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-insurance-app\/\" style=\"color: #1a56db;\">activate the insurance app<\/a><\/strong> in your account.<\/em><\/li>\n<\/ul>\n<\/div>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu, click on \u201c<strong style=\"color: #111827;\">Insurance Agents<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on \u201c<strong style=\"color: #111827;\">Add Insurance Agent<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on the button \u201c<strong style=\"color: #111827;\">Add Insurance Agent<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the new insurance agent\u2019s details as follows:\n<ul style=\"list-style-type: disc;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Name<\/strong>: Write the name of the insurance agent you want to add.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Telephone<\/strong>: Enter the insurance agent\u2019s phone number.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Website<\/strong>: Enter the agent\u2019s website.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Image<\/strong>: Insert the logo of the insurance agent by clicking on the \u201c<strong style=\"color: #111827;\">Choose File<\/strong>\u201d button and selecting the required image.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Email<\/strong>: Write the agent\u2019s email address.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Status<\/strong>: Choose from the drop-down menu whether the insurance agent is <strong style=\"color: #111827;\">Active<\/strong> or <strong style=\"color: #111827;\">Inactive<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on \u201c<strong style=\"color: #111827;\">Save &amp; Continue<\/strong>\u201c.<\/li>\n<\/ol>\n<ul style=\"list-style-type: disc;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The system will display a message confirming the successful addition of the insurance agent, and a screen for adding an \u201c<strong style=\"color: #111827;\">Insurance Class<\/strong>\u201d will appear. You can add an insurance class specific to this agent or skip this step and add the class later. For more details, please refer to the guide on <strong style=\"color: #111827;\"><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-insurance-class\/\" style=\"color: #1a56db;\">Adding an Insurance Class<\/a><\/strong>.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":12,"featured_media":0,"template":"","categories":[2175,2174],"tags":[4202,4201,4203,2699,2700,2701,2702],"class_list":{"0":"post-4114","1":"tutorial","2":"type-tutorial","3":"status-publish","4":"hentry","5":"category-manage-insurance-agents","6":"category-insurance-agents","7":"tag-add-insurance-agent","8":"tag-insurance-agent","9":"tag-new-insurance-agent","10":"tag----en","12":"tag------en","13":"tag-----en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding an Insurance Agent - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-an-insurance-agent\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding an Insurance Agent - 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