Adding Your Broker Codes
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      2. Adding Your Broker Codes

      First Insurance - Find direct appointment information

      What you need

      For First Insurance to recognize that a submission belongs to you, you need to upload the following to the Broker Configuration (Settings > Broker Configuration):

      • First Name - The first name of the agent quoting on the platform
      • Last Name - The last name of the agent quoting on the platform
      • Email - The email of the agent quoting on the platform