How to create a new Introducer
You will need to have at least one introducer in order to create a new client.
This is because every client must be associated with a source.
Open the Introducers window
1: Select Admin from the Menu.
2: Select Introducers from the drop down list - the Introdcers window will open.
Add an Introducer
1: Click on the New button - the New Introducer window will open.
Complete details
1: Fill in Company Name - this is a mandatory field.
2: Fill in the Introducer's Name.
3: Complete the address - After you have done this, an address verification window will open, check it is correct, then click OK.
4: Complete the Introducer's contact details.
5: You should also fill in the agreed Commission Percentage to ensure the commission due to the introducer will be automatically calculated or if you have negotiated a flat fee key in the Commission Amount.
6: If you have negotiated that the Introducers rate overrides the rate associated to a claim type, select it from the drop down list.
- To add a Sub Introducer, click the Sub Introducer tab. To see full instructions, click here.
7: Click OK to Save the details.
Close window
The Introducer has been added to the list.
1: Click OK to close the window.
Robert
Great