Access Levels
Agent Manager (M) : Access as listed for a CSR with additional access to view and run reports.
CSR (C) : Quoting: New quote, find quote, show interest rate from rate table on quote. Edit number of payments, copy quote, print agreement if the first payment due has already passed. Accounts: Find account, view payment schedule and notice history, reprint payment letter and invoices, view payment schedule detail and view policy information.
Account Access Only (A) : Accounts: Find account, view payment schedule and notice history, reprint payment letter and invoices, view payment schedule detail and view policy information.
