Insurance brokers
1. To create an insurance broker, navigate to Configuration > Setup > Insurance Brokers under the “Insurance Policies Section”
2. Please ensure you filter to check the insurance broker does not already exist before capturing a new one.
3. The first step will be to setup a customer for the insurance broker. (All businesses in the platform, no matter what their role is, are loaded as business customers and all individuals no matter what their role is are loaded as personal customers.)
- Navigate to customers > business customer search.
- Filter for the business details to make sure they do not already exist.
- If it does not exist, click the add icon in the top right hand corner of the page.
- Add all the business details and Save. See here for details.
4. Once the business customer has been saved, click the hamburger menu > roles > insurance broker.
5. Complete the details on the page to add the business customer as an insurance broker.
6. Once the information is provided click on 
button to save the details or if you would like to exit out of this, click on the 
button.
button.If the business customer details already exists, you can also add the insurance broker directly from the insurer menu.
1. Click on 
icon to create a new insurance broker.
2. Select the existing business customer and complete the details on the page.
3. Once the information is provided click on button to save the details or if you would like to exit out of this, click on the button.
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