Editing Agent account details

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Search for a Broker and press the view option. This opens the Broker account in edit mode.

You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Broker page is visible and changeable by the Broker's administrator user via the My Company page when they log in. Not all details are visible and changeable on the Broker's My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Broker fields. The Admin reference is also omitted. Brokers cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.

On the Broker edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Broker field.

A Bad Broker is a broker who do you longer wish to do business with for possible legal reasons. Setting the Bad Broker flag prevents other brokers from being created with the same Post Code. It's very unlikely that 2 brokers would live in the same post code anyway. This is a security feature to protect you from fraud.

The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Broker per Scheme or Per insurer.