RELATED FEEDBACK
The ability to import servicing agents not just additional agents
If we are importing individuals in one sweep it would be great to add an initial servicing agent to the profile not just an additional agent.
If we are importing individuals in one sweep it would be great to add an initial servicing agent to the profile not just an additional agent.
Thanks for your request! Can you clarify where you are importing individuals and populating additional agents? If you are using our book of business import, are you using one of our provided templates or your own mapping? If you are importing individuals, you can map the agent name to the Agent: First Name and Agent: Last Name field, and that will add the agent to the Individual as their Servicing Agent.