Steps:

1. Go to Agency section → Click New.

2. Fill in basic details and save.

3. After saving, you’ll unlock tabs for:

• Contact
• Addresses
• Notes
• Associates
• Templates
• Companies

4. Update Agency Information (Contact, Addresses, Notes, Associates, Templates and Companies)

     4.1 Updating the Contact tab

     4.2 Updating the Addresses tab

    4.3 Updating the Associates tab

Note: After clicking Save, a confirmation will appear that you have successfully updated your Agency

5. Locate  your Agency to confirm that it’s now active. Under Status, you can see if it's active. 

6. You can edit your Agency by clicking the edit icon.