Add an Introducer

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Introducers.
3. Click the Add button below the button bar.
4. Enter the new three-digit Introducer Code in the field provided and click OK.
   Note: It is advisable to always use the same procedure when creating introducer codes (e.g. the first initial and the first two letters of the last name).
5. The New Introducer Detail screen displays. You may enter as much information as desired at this time.
   1. At the top of the screen, enter address and contact information for the introducer. You may want to note the following:
      • The Attn field can be used for an extension of the introducer's name or for an additional address line.
      • The P.C. field is searchable. Double click in the field and enter or select the appropriate postal code.
      • The following fields are available for introducer contact numbers:
      • • Phone
        • Fax
        • Mobile 1
        • Mobile 2
      • After entering the introducer's email address(es), you can click the email icon to email the introducer directly from this screen.
   2. Use the Hdg field to type the introducer's name as you would like it to be pulled into correspondence (form letters, proposals, etc.). Do not include the word "Dear" or any punctuation.
   3. Use the Note field to enter any additional information regarding the introducer. This is a free-form field, but the data entered here can be accessed in searches.
   4. Check the Receives 1099 form checkbox if the introducer is a third-party earning more than £600 from your agency and requires a 1099 form for tax purposes.
   5. If known/applicable, enter the introducer's Tax ID #, Region, NI#, National Introducer #, and County License number.
      Note: The Region code is a user-defined field. Double click in the field to select from a list of territories defined in your system. You may also add a new territory code from this screen by clicking the Add button.
   6. In the Commission Default frame, determine whether this introducer's commission will be a Percentage of Premium, Flat Fee, or Percentage of Commission.
   7. Check any of the following that apply:
      • Allow at Billing Screen- Allow this introducer to be entered on the billing screen when invoicing.
      • Generate Month-End J/E- Automatically generate Month-End journal entries to the Introducer Payable account for this introducer's commission payables. Always check this box if the introducer is paid commission.
      • Add as Who Code- Add this introducer code to the list of Who Codes that can be selected to follow up on activities. If the introducer also has a user code/operator ID, the introducer already has a Who Code and this box should be left unchecked.
6. When you have finished making changes, click OK, then click Yes to verify the revision. You may update the record at any time via the Revise Introducer Detail workflow.