Client Types

Manage the available client classifications.

Values
6 values
Name Sort Order Status Modified Actions
Insurance Carrier 10 Active 07/30/2026 Edit
Agency 20 Active 07/30/2026 Edit
Marketing Organization 30 Active 07/30/2026 Edit
Individual Agent 40 Active 07/30/2026 Edit
Internal 50 Active 07/30/2026 Edit
Test 60 Active 07/30/2026 Edit

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