Overview: The Manage Transfers screen allows Individuals to transfer the current client and current prospects from one Agent’s Book of Business to another Agent.
Steps for the Manage Transfers Screen:
1. At the top of the Manage Transfers screen are two radio buttons:
a. Select transfer FROM agent
b. Select transfer TO agent
2. Users must search for and select the FROM and TO Agents in order to transfer the current client and current prospects from one Agent to another successfully.
Selecting the FROM Agent
3. Select the Select transfer FROM agent radio button at the top of the page.
4. In the Agent Search section, users must enter the following information to search for the Agent clients and prospects are being transferred from:
a. DOI Agent ID
b. NPN
c. First Name
d. Last Name
e. Zip Code
5. Click Reset to clear the fields of all entries in the Agent Search section.
6. Click Search to populate the Search Results section with the Agent that matches the search criteria entered. The following information is displayed in the Search Results section:
a. Agent Name
b. DOI Agent ID
c. NPN
d. Is active?
e. Is training completed?
f. Select agent
i. Displays the Select button to select the Agent as the FROM Agent.
7. In the Search Result section, click the Select button next to the correct Agent. When Select is clicked, a pop-up displays asking if the correct Agent was selected. Click OK in the pop-up. This then populates the following information of the selected agent below the Select transfer FROM agent radio button:
a. Transfer FROM agent name
b. Transfer FROM DOI Agent ID
c. Transfer FROM NPN
Selecting the TO Agent
8. Select the Select transfer TO agent radio button at the top of the page.
9. In the Agent Search section, users must enter the following information to search for the Agent clients and prospects are being transferred to:
a. DOI Agent ID
b. NPN
c. First Name
d. Last Name
e. Zip Code
10. Click Reset to clear the fields of all entries in the Agent Search section.
11. Click Search to populate the Search Results section with the Agent that matches the search criteria entered. The following information is displayed in the Search Results section:
a. Agent Name
b. DOI Agent ID
c. NPN
d. Is active?
e. Is training completed?
f. Select agent
i. Displays the Select button to select the Agent as the TO Agent.
12. In the Search Result section, click the Select button next to the correct Agent. When Select is clicked, a pop-up displays asking if the correct Agent was selected. Click OK in the pop-up. This then populates the following information of the selected agent below the Select transfer TO agent radio button:
a. Transfer TO agent name
b. Transfer TO DOI Agent ID
c. Transfer TO NPN
13. After both FROM and TO Agents are selected, Reset and Complete Transfer buttons are displayed below the Select transfer TO agent radio button.
14. Click the Reset button to clear all of the FROM and TO Agent details.
15. Click Complete Transfer to complete the transfer of clients and prospects. When clicked, a Transfer Alert pop-up displays with the following verbiage: “Are you sure you made the correct selections to transfer the agent's Book of Business? If yes, please continue transfer, otherwise please close this alert and verify.” Click Complete Transfer again in the Transfer Alert pop-up to confirm the transfer of clients and prospects.
Click here to return to the main menu.