The following steps walk you through how to add a client to your company.
- Log into your account by going to www.myins.info.
- Click on the “My Clients” link in the main navigation across the top of the screen if not automatically directed to the "My Clients" page.
- Click on the “Add” button.
- Complete the profile information for the new client. When complete, click “Add.” No password information is needed for a client as they will access their proposal by entering their email address.
To edit a client's information, simply follow steps 1-2 and select "View." Once inside the client profile, you will select "Edit." Adjust the information as needed and save.
Congratulations! You have successfully added/edited a client in your account. If you have any questions, please contact email@example.com.