Adding an Agent to a Submittal

Step 3: Type the License Number of the PSA and click Continue.

 

The image on the left displays the first

 

To start work on this Submittal, or do more work on this Submittal:

 

  1. Type the License Number of the Pre-Need Sales Agent.

  2. Click Continue.

Add Agent to be Appointed Page

 

 

 

Potential Problems in Step 3:

 

 

If the agent is not found, the PSA Details not Found page will display.  

 

Click Wrong Agent to try again or Return to Workbench to cancel.

 

 

Proceed to Step 4.