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.
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.