Customize Agent Name on Reports

1. Create or open a client profile

Navigate to the Client Information section and enter the required client details (name, age, state, etc.)

1. Locate the report customization section
2. Scroll down to “Generate Reports for Agent”

1. Enable the feature

   Toggle “Generate Reports for Agent” to ON

   Enter agent details

   • Agent’s Full Name
   • NPN (National Producer Number) (optional but recommended)

2. Generate the report

   Proceed with your case and generate the report as usual

✅ Result

The generated report will display:

• The agent’s name in place of your own
• The agent’s NPN (if provided)

⚠️ Important Notes

• This setting applies only to the specific client and report
• Your account information remains unchanged
• Please ensure all agent details are accurate prior to generating the report

📩 Need Help?

If you have any questions or need assistance, feel free to reach out:

📧 help@annuitiesgenius.com

📞 949-600-7707

💬 Or use the chat bubble inside the platform