Update Agency Contact Details

Update Agency Contact Details

This file will guide you through updating your agency contact details in the system. Please note, any fields with * are mandatory fields and must be completed before you will be able to save the form. Once you have completed a mandatory field you will see this icon  . We have added a checklist on the right side of each edit page in the software which will indicate the mandatory fields that need to be completed.

  • Click on the Settings cog in the top right of your database to open the Setup Menu.

  • Under the Company header, click on Agencies & Offices.
  • You will now see your agency details in the list.
  • Click on the edit pen to the right of the Agency.


  1. Click into the Contact Details tab on the left.

  1. Edit the details you wish to update. You can add more details to a field by clicking the grey plus button, and delete details by clicking on the grey cross button 
  2. Click on the green Save Agency button on the right.