If you have more than one location or entity, follow these steps:

1. Go to your Agency "Profile" (Agency Profile) by hovering over your name on the top right of the screen.

2. Click on "Locations," then click on "Add new" (located next to "Locations" below the search filters)


3. Enter all information needed, such as:

  • Location Id: Internal ID (e.g. Arizona Office)

  • Business Name: Use this space if you want a different agency name to show on certificates, rather than your default agency name.

  • Enter any other pertinent information that is applicable to the location.

4. When all information needed is entered, click on "Save changes"

5. Repeat steps 1-4 for every new location you enter

Go to Step 3: Add Agents