Provisioning a New Agency

Provisioning new agencies are similar to provisioning new agents, so read on to know the differences.


1. Navigate to the Agents & Agencies object.


In order to assign a principle agent, they'll need to already have a record created--see the guide above for how to provision new agents.



2. Click on the New Agent/Agency button.




Note: If the toolbar looks different, you can find the Agents & Agencies object by navigating to Data > Custom Objects.




3. Fill out the Add Agent/Agency form which must include:

  • Agency Legal Name
  • Designation Type > Agency
  • NPN
  • TIN
Add the principle agent to the "Agency Has Principal Agents" field


4. Click Save.




Adding Uplines & Downlines to Agencies



1. Navigate to the newly provisioned agency record, by locating the agency from the Agents & Agencies object.



2. From the agency record page, select Direct Uplines/Downlines Per Carrier from the dropdown menu (see screenshot below)



3. From the agency record page, select Direct Uplines/Downlines Per Carrier from the dropdown menu (see screenshot below)



4. Click Save in the top right hand corner of the records page.




Note: If you're new to provisioning agents to a CRM.