Provisioning New Agency Accounts & Adding Uplines / Downlines

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.