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Brokers

Similar to Insurance Companies, Broker information can also be captured into Veculim for regular selection.  

  1. Inserting a Broker
  2. Changing Broker Information
  3. Deleting a Broker

 
This can be done by accessing the *Brokers *icon in the People Menu.
 

 

Inserting a Broker

Once the Brokers window is displayed, please select the Insert button in order for the _Update Broker _window to be displayed.  

 

Capture all information as preferred, remembering that any red fields are required fields and therefore have to be entered. Any blue fields are automatically generated by the system.

 

Changing Broker Information

Once the Brokers window is displayed, please select the Change button in order for the _Update Broker window to be displayed. The information can then be edited according to your needs.

 

Deleting a Broker

Once the Brokers window is displayed, please select the Delete button. A message will then be displayed asking you to confirm the request to delete the record. Click Yes to confirm and delete.

Updated by on 14 JUN 2021
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