Locations

In order to access this area, you must have View rights for Brokerage in the Level Setup section in CSR Detail or Producer Detail. To use this feature, you must have Add, Edit, and/or Delete rights.

To view the locations that can be used for your brokerage:

• From insured detail, click Home > System Admin > Locations.
• From any other area of the program, click Home > System Admin > Locations on the options bar or click System Admin > Locations on the navigation panel.

Add a Location

1. Click the Add button at the top of the list.
2. Enter a Brokerage Assigned Location Number.
3. Fill out all applicable address information.
4. Click Save to add the location or Cancel to discard your changes.

Edit a Location

1. Click the appropriate location in the list to open the location detail.
   
   Note: Clicking any of the information listed (the Loc # or any address fields present) opens the location detail; it does not matter which column you click.
2. Click the Edit button.
3. Make any necessary changes to the location detail.
4. Click Save to apply your changes or Cancel to discard them.

Delete a Location

1. Click the appropriate location in the list to open the location detail.
   
   Note: Clicking any of the information listed (the Loc # or any address fields present) opens the location detail; it does not matter which column you click.
2. Click the Delete button. You are prompted, "Delete this Location?" Click OK.