CISR19040 - The Scheme: Agent guidance: Viewing a contractor's Customer Level Agent and Scheme Specific Agent where both are appointed

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There will be circumstances where a contractor has both a Customer Level Agent and one or more Scheme Specific Agents. These can be viewed as follows:

Customer Level Agent

  • From the 鈥楥IS Main Menu鈥�, select the Contractor record and go into 鈥榁iew Customer鈥�. If 鈥楢gent Details鈥� are selected from the top right hand corner of the window, the Customer Level Agent will appear.

Scheme Specific Agent

  • From the 鈥楥IS Main Menu鈥�, select a particular contractor scheme for the contractor that you are considering. Then select 鈥榁iew Customer鈥� followed by, from the top right hand corner of the window, 鈥楽cheme Specific Agent鈥�.

Refer to the Action Guide at CISR19610 for more specific guidance on viewing agents.