Adding Editing Sub Producers[1]

Adding / Editing Sub-Producers

Adding / Editing Sub-Producers From the Home Screen, click on producers in the left menu.

2017 Renewal Applications

Adding / Editing Sub-Producers From View / Edit Producers, click the plus button to add a new account, or “View” to edit an existing one.

Adding / Editing Sub-Producers To create a new account, check the sub-producer box and then select the Main Producer from the dropdown. Fill in all of the information needed to create the account.

Adding / Editing Sub-Producers Select the producer role if would like the sub-producer to only see their own quotes and enrollment activity. Choose the admin role if you would like the sub-producer to access all quotes and enrollments associated with the main producer.

Adding / Editing Sub-Producers The Main Producer’s NPN is added to the account and cannot be changed. The Main Producer’s FFM ID is populated by default. Edit the FFM User ID field to reflect the sub producer’s FFM ID.

Adding / Editing Sub-Producers When finished with your changes, be sure to click save at the bottom right of the screen.

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