{"id":10413,"date":"2024-01-14T11:21:25","date_gmt":"2024-01-14T11:21:25","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=10413"},"modified":"2024-01-14T11:33:26","modified_gmt":"2024-01-14T11:33:26","slug":"adding-a-new-insurance-agent","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-insurance-agent\/","title":{"rendered":"Adding a New Insurance Agent"},"content":{"rendered":"<p>An accounting system is vital in the insurance industry, notably in the medical sector. This is why Daftra has created a special application for insurance agents. This app\u00a0is a reliable tool that simplifies the management of accounting matters for the insurance companies you are affiliated with.<\/p>\n<p><span style=\"font-weight: 400;\">To assist you in navigating the intricacies of medical insurance within Daftra, we offer a comprehensive guide. This resource empowers clinics to add an insurance agent and assign agents to patients and other features that you&#8217;ll get to know through this guide.<\/span><\/p>\n<p><strong>Note: Before starting make sure to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-insurance-app\/\">enable the Insurance app<\/a> first.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":23,"template":"","categories":[5044],"tags":[],"class_list":["post-10413","user_manual","type-user_manual","status-publish","hentry","category-medical-clinics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a New 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\/user_manual\/adding-a-new-insurance-agent\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a New Insurance Agent - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"An accounting system is vital in the insurance industry, notably in the medical sector. 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