Revise Introducer Detail

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Introducers.
  3. Select the appropriate introducer in the list.
  4. Click the Detail button.
  5. Revise the introducer information as necessary.
    1. When revising name, address, and contact information for the introducer, please 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. Click Options to access the following workflows:
  7. Click OK to save any changes, then Yes to verify the record revision. To close the screen without applying changes, click Cancel.