Define agency teams and legal entities

You can add, edit, or delete agency teams and legal entities in Business Units.
Important: After a legal entity is linked to an insurance code, it cannot be deleted. Instead, add a new legal entity, and then apply that new value to the appropriate insurance code.

1. Go to Administration>Configuration>Business Units.
2. In the left pane, select the appropriate Business Unit.
3. Click in the Agency Teams or Legal Entities section.
4. Add a new row.
5. Complete the fields as appropriate. For detailed descriptions of the fields, see Business Units – Teams and Legal Entities Tab.
6. Save your changes.