How to Assign a Sale to Another Producer

Want to give credit for a sale to a different producer?

That's easy! All you have to do is the following:

1. Go to the Customers tab
2. Click on the customers name (or search for it in the search box)
3. Click on P&C Policies 
4. Click on Edit beside the policy in question
5. Change the producer
6. Click Save

Note: This will not send a new sales alert. It will only update the reports and commission (if applicable).

 Still have questions? Contact Support.