One simple change in BOSS is all that it takes to turn Quote & Apply into a sign up page for agents. Changing the Start Page from Apply to Select Agent results in Quote & Apply asking agents for their National Producer Number, email, and password. Once the agent creates their account, they will be emailed a Quote & Apply page, have a BOSS login, and will automatically be under your hierarchy.
Let’s do this
- Login to your BOSS account.
- Create or choose an approved domain by going to BOSS > Quote & Apply > Setup > click the icon > change the value for “Start Page”
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