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How to add Brokers (Admins) to your agency in Quote+
When creating your Agency, you will also set up a Broker account for yourself. Everyone on your team should also have a Broker account. If someone on your team doesn’t have an a...
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How to assign Brokers to an Employer in Quote+
Assign Brokers to Employers as primary and secondary contacts.
To access or edit the Team Member contacts for an Employer:
Go to the Employer Listing.
Locate your client and s...
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What if an Employer's Tax ID number is already in use in Quote+?
When creating a new Employer, you might receive a notification saying their Tax ID number is already in use.
If that happens, take these steps:
Make sure the Tax ID number was...
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How to initiate an Agency Transfer in Quote+
This article explains how you, as a Broker, can move an existing Employer from one Broker Agency to another using Agency Transfer. This option has a mandatory five business day ...
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How to initiate an Agency Transfer using the Online Agency Transfer Form for Quote+
This article explains how an authorized representative at an Employer can initiate a transfer by completing the online Agency Transfer form. This option is subjected to a mandat...
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FAQs: Agency Transfers in Quote+
How do I transfer an Employer to my Agency using the online Agency Transfer Form?Have an authorized representative of the Employer complete the online Agency Transfer Form. This...