Top menu >> Reps 

Click View for the Rep you would like to move. 

Click Move.

Warning messages, please read carefully. Click Next when done.

Warning message, please read carefully. Click Next when done.

If the agency already exists in your subscription select Move to an existing agency.

If you need to create a new agency please select Move to a new agency

Below the steps showing when Move to an existing agency is selected. 

Select the agency from the dropdown. 

Click Finish when done. 

Below the steps showing when Move to a new agency is selected. 

Enter the name of the agency, click Next.

Please read the warning carefully. 

Un-check the options that you would not like to apply. 

Click Finish when done.