Getting There

Look Up the family and click the Account Information icon (file folder) on the Account toolbar.

Assign Agencies to a Family Account

1. At the Account Information screen click the Agencies button.
2. Select the agencies that work with this family.
3. Click Save > Exit, then Exit once more to leave the Account Information screen.

Note: The agencies you selected will now be available to assign to the Billing Box of each child in this family and Ledger Cards for each agency may now be accessed through the Account Ledger (drop down list in the upper right of the Account Ledger).