Agent  Details Tab

This tab contains all of the basic information for each agent.

 

Field Descriptions

Code

An 8 digit numeric number used to identify the agent.

DBA

Enter the agent's "Doing Business As" name.

Tax ID

Enter the agent's 10 digit numeric number for their Tax identification number.

Active

A check mark will appear in this box if the agent is still active.

 

 

Mailing Address

Address, Suite, City, St, Zip Code

Enter the agent's mailing address, suite, city, two digit state abbreviation, and Zip code in the appropriate fields.

 

 

Contact Information

Title

Enter appropriate title as Mr., Ms, or Mrs.

First

Enter the first name of the contact person at the agent's office.

Last

Enter the last name of the contact person at the agent's office.

Tel

Enter the agent's area code and work telephone number.  

Fax

Enter the agent's area code and fax number.

E-mail

Enter the agent's email address, be sure to include the @ symbol.  

 

 

Commission Contracts

Effective

Enter the date the agent's commission for services were made available.

Commission Set

Click on the drop down arrow and choose the correct commission from the drop down list.  Commission Sets are defined in the MyWC Lookup Table.

Add

Displays the date the commission was added to the database.

User

Displays the first name and last initial of the staff person who made the most recent change to the commission set.

Last Chg

Displays the latest date a change was made to the commission set.

 

 

Details

Add

Displays the date the agent was added to the database.

Last Chg

Displays the latest date a change was made to the agent's record.

User

Displays the first name and last initial of the staff person who made the most recent change to the agent's record.