Want to give credit for a sale to a different producer?
That's easy! All you have to do is the following:
Go to the Customers tab
Click on the customers name (or search for it in the search box)
Click on P&C Policies
Click on Edit beside the policy in question
Change the producer
Note: This will not send a new sales alert. It will only update the reports and commission (if applicable).
Still have questions? Contact Support.