N.B. Only Insurer Users are able to create new Distributor companies
Select the Distributors tab
Select "Create distributor" button
Complete the new distributor form
Fields marked with a red Asterix are mandatory.
Distributors who do not have the "Bind Business" choice set to "yes" will be able to quote on enabled products but unable to purchase the quote.
Distributors will only be able to see products they are enabled for.
Select Save and Continue to create the distributor.
Updated 5 months ago