Step-by-Step Instructions
Step 1: In HIP Desktop, click on Address Book.
Step 2: To Add a new agent, click the Add New Agent button.
Step 3: Fill in the Agent Information in the form and click Save.
Step 4: To Edit an Agent, select them from the list on the right, edit their information, and then click Save.
Step 5: To remove an agent from your list, highlight the agent, and then click Delete Agent.
Step 6: To Sync your Agent list with the list you have in HIP Office, click Sync Agents with HIP Office.
Contact Support
If you have any questions, please feel free to give us a call at (800) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!