To View Your Producer Contacts
Click on Producers
From the left-side menu, under Contacts, click on View
To Batch Update Your Producer Contacts
Export your Producer contacts
Click on Producers
From the left-side menu, under Contacts, click on View
From the left-side menu, click on Export .xlsx
Your file will auto-download
Update your contacts in the spreadsheet as needed
Please take a moment to review the Import Instructions to understand what can be updated or the format required
Any optional columns and/or rows that don't need to be updated can be deleted
Upload your file
Click on Producers
From the left-side menu, under Contacts, click on View
From the left-side menu, click on Import Contacts
Attach your file
Click on Import
To Delete Your Producer Contacts
Please note: Contacts can only be deleted and not disabled. Deleting a contact is a permanent action.
Click on Producers
From the left-side menu, under Contacts, click on View
Click on the Contact's name
Click on the red Delete button on the left-hand side.