The Affiliate Client Lookup feature is an essential tool for agents operating within an agency platform. This functionality allows agents to verify whether a beneficiary is associated with a specific agent, thereby preventing the unauthorized solicitation of members. This document outlines how to utilize this feature effectively.

To access the Affiliate Client Lookup feature, you can initiate a search from any location within the system. Simply click on the orange magnifying glass icon located in the navigation bar.

When using the Affiliate Client Lookup, you will need to provide the following information:

• First Name

• Last Name

• House Number (e.g., 12134)

• Zip Code

If a match is found in the system for the provided information, the results will display the agent to whom the member belongs, along with the types of policies that the member holds. This information is crucial for maintaining ethical practices within the agency.

For further assistance or inquiries regarding the Affiliate Client Lookup feature, please refer to our support page.