How to Add Agency Codes (SolutionBuilder Users)

61 views 13/02/2020 25/11/2021 0

To add agency numbers in SolutionBuilder, you will need to click the ‘My Options’ button at the top of the screen. Within the drop-down, click ‘My Account Details’, and select the ‘Agency Codes’ tab. Once you have entered your agencies, click ‘Update Details’ for the agency codes to save.

Please note: for the agency codes to apply to previous quotes done, you will need to requote.

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