When we receive a request form for a QuoteMax link from an agent, follow the steps below:
- Log into AgentMax using the shared login from LastPass.
- Click Administration from the homepage:
- Click on the F027454 ACCAM code
- Click QuoteMax
- Enter/Select the following details from the QuoteMax request form for the agent:
- Agent ID/Code
- Web version or Email Version
- Multiple Products: Select Yes
- Background Image: Ocean or Trees (Only an option if the agent selected to receive the web version)
- Layout: Portrait or Landscape (Only an option if the agent selected to receive the web version)
- Once you have entered/selected the agent's preferences, click Create.
- Send the agent their hyperlink using the QuoteMax canned response.
- Category: Supplier -- Sub-Category: Login/Password