Attaching a signature to an Agent/CSR:

NOTE: You will need to scan or save the signature as a 2 x 0.5 inch image.  You can use MIcrosoft Paint to help create this image.  The image can be saved to any image format, however a Bitmap is recommended.

1. Go to the Manage Agents screen.
2. Select the agent that you want to attach a signature to.
3. Click on View/Attach Signature at the bottom left of the screen under OPTIONS.
4. Browse to the location on your computer where you saved this image and select it.
5. You should see a preview of this signature in the Agent's Signature box on the screen.
   • This signature can be used in the following ACORD forms:
     • Insurance Binder
     • Certificate of Liability
     • Certificate of Property
     • Evidence of Coverage
     • To use the signature, generate one of these forms for the customer and click on the Use Signature button to show it on the form.