Producer information can be found in the client details. On the client overview page, go to "See client details" near the top right, then click "Edit client details".
On the client info tab, under Producer information, you have two options.
Option 1: Select a producer from the drop-down list.
Option 2: Enter a new producer. Adding the NPN is optional unless you are requesting ACA Medical quotes.
Once you've added the producer information, click Done to save your changes.
Users with broker management permission can also manage producers by going to Settings → Manage Users → Producer info
You can search for a specific producer to edit their information, or add a new one by clicking "Add producer".
