How to Update Agent Contact Information (Agent Instructions)

Keeping agent contact details up to date is essential for smooth communication. Follow these simple steps to update the contact information in the portal.

Steps to Update Contact Information:

1. Access the Request

   • Open the request sent to the current agent contact.
   • Click the "Go to Portal" button.

2. Update Contact Details

   • In the top right-hand corner, click "Update Communication Contact."
   • Enter the new contact’s name, email address, and phone number. 

3. Save Changes

   • Click "Update" to confirm the changes.

Need Assistance?

If you have any questions or need further support, please reach out to our support team. We’re happy to help!