As an admin user of a top level brokerage company, you can edit broker companies that are below your organization, these are sub-broker companies.
This article is for admin type broker users of top level Brokerage Companies; Non-admin broker users, Underwriter Admins and Sub-Broker users are unable to access Broker Management.
To edit a new sub-broker company, press the
Settings>Brokers option in the top menu:
The Broker Management page is displayed and lists all your sub-brokerage companies that have been added.
Example of Broker Management Page:
To edit a brokerage, click on the Edit button for the company in Brokerage list.
This displays the Edit Brokerage page. In this page, you can change the company’s details.
Example of Edit Brokerage Page:
Edit Brokerage Details
The fields in this page are populated with the existing values saved for the company, you can amend the details by typing in the boxes (for Name, Email, Address and Phone)
Save Brokerage
Once you have entered the details for the brokerage press the Save button.
You are returned to the Broker Management page and the company details are updated.