Remove an Agent / Make Changes to Agent Roles

NOTE: Roles should not be removed until the agent has filed all necessary reports.

Step-by-step instructions to remove an agent from your account or make changes to the agent roles:

1. After logging in to your account, on My Home Page, select Account Maintenance.
2. Click on Agent Authorization.
3. Click Search. The Results screen will show the agents who are currently authorized on your account.
4. Under 'Agent Name', click on the name of the agent you want to remove or change.
5. The Agent Details screen displays, showing the roles assigned to that agent, click Update.
6. The next screen allows you to make changes to the user information and roles assigned.
7. To remove the agent from your account, enter the date you want the agent’s access to end in the Effective End Date field and remove the roles, click Save. (See example)