Once you have logged into AdviserLogic, make sure to fill in as many details in your AdviserLogic profile as you can - it will save you a lot of time later on.
Navigate to the Tools page:
Then click on "Edit Profile"
Your AdviserLogic profile should look like this:
Some fields we recommend you fill out:
- ARN - Authorized representative number
- Adviser CAR Name and Adviser CARN - Your corporate name and number
- Fee Split - This is your insurance fee split
The information that you fill in will appear on the reports you generate for a client.