Tour of the Agent Profile

Tour of the Agent Profile

Learn how to navigate the agency management interface. This guide helps you access essential agent information, including contact details, notes, and associated documentation.

1. Disclaimer: This guide was created using permissions and features available at the FMO level. Depending on your user tier, you may not have access to all features shown in this guide. Any features that are not available to your tier will not impact your ability to use the system effectively or complete your day-to-day workflows.

Navigation and Agent Selection

2. Go to the left and select "Agency Management" from black sidebar

3. Click on the agent name.

Agent Profile Overview

4. A side window will appear to show the agent/agency all of the information about the agent. On the left side of the window, you can see their information in Profile.

5. Select "Upline Agency" to view associated agencies

6. Click "Hierarchy" to view reporting structure

7. Select "Contract & RTS" to view and request carrier contracts

8. Select "Licenses" to view agent credentials

9. Click "Appointments" to see scheduled assignments

10. Click "Payment Info" section to enter your payment information for commission reasons

11. Click "Notes" to view or add agent-specific comments

12. View "Attachments" associated with agent

13. Click "Sign Documents" to manage electronic signatures

14. Click "Email History" to view previous correspondence

15. Click "Communication" to send emails

16. Click "Account Manager" to view assigned staff

17. Select "Audit History" to track profile changes

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