Specific for insurance:
With an ENTERPRISE account as a SUPER-AGENT, like your Wellnex Account Managers, you can create a new client account by accessing "Portfolio Overview"> "Client"> "Create a new Client"
How do I create a new client with my ENTERPRISE account (Super-agent)? Print
Created by: Regine Lai
Modified on: Fri, 16 Apr, 2021 at 4:48 PM
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