Step 2: Set Up Business Locations

If you have more than one location or entity, follow these steps:

Adding Multiple Locations or Entities: Step-by-Step Guide

  1. Go to Agency Profile

    • Navigate to your agency's "Profile" section.

  2. Access Locations

    • Click on the "Locations" tab.

    • Select "Add New" (located next to the "List of Locations").

  3. Enter Location Details

    • Fill in the required fields, such as:

      • Location ID: Provide an internal identifier (e.g., Arizona Office).

      • Business Name: Use this field if you want a different agency name to appear on certificates instead of the default name.

  4. Save Changes

    • Once all necessary information is entered, click "Save changes."

  5. Repeat for Additional Locations

    • Repeat steps 1–4 for each new location you need to add.




Go to Step 3: Add Agents