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Status Reviewing
Categories Suggestion
Created by Guest
Created on Jun 15, 2022

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.

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  • Admin
    Tayler Hassman
    Reply
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    Jun 30, 2022

    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.