Agency Codes and Group Codes are required by some Carriers to generate specific coverage options for specific agencies.


*REMINDER: Only a SinglePoint Manager can add, change or delete agency codes.


Please note: Entering and maintaining agency codes (and their associated group codes) in SinglePoint Settings will help ensure agents at your location can quote accurately and efficiently.

To do so, follow these steps:




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You will see the list of carriers you are appointed with and have licensed-to-use in SinglePoint.

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The "Add Agent Code" box will pop up.

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You can also "Edit" and "Delete" codes from this window.

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Some carriers also require a "Group Code" to be added, which you can also do from this screen.






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Please note: These Agency Codes can be copied to all your branch locations by selecting the orange "Copy to All Facilities" button.

Make sure you 100% understand this process before selecting "Copy to All Facilities", as it can cause unexpected issues with branches that may not want those codes.