Agent Lists
Navigate to the top navigation bar and select the "Agents" option. Subsequently, click on "Agent List" from the dropdown that appears. This will lead you to a page displaying a list of agents. Utilize filters to efficiently search for specific agents. Additionally, to view, edit, or add documents related to agents, click on the last icon resembling a magnifying glass. A dropdown menu will appear with relevant options.
To access comprehensive details about an agent, please select option 1. This will open a detailed page where you can review all pertinent information related to the agent.
If you need to edit the information, click on option 2. This will open an edit page allowing you to modify your information.
Additionally, during the onboarding process, regulatory requirements necessitate the collection of specific documents. To add these documents, select option 3. Add Document and upload the required files.
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