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Is there presently Software To Manage & Track Downline Agents and their production / commissions / clients that may each use various and multiple Carriers, etc?
thanks
thanks
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Is there presently Software To Manage & Track Downline Agents and their production / commissions / clients that may each use various and multiple Carriers, etc?
thanks
Radius might be an option for you if you are wanting to manage your downline agencies and agents. Radius allows you to set up your hierarchy, commission structure, manage agents E&O, contracts & licenses, automatic lead distribution, automatic workflows with lead reassignment and a bit more.
Any questions let us know.
Is there presently Software To Manage & Track Downline Agents and their production / commissions / clients that may each use various and multiple Carriers, etc?
thanks
Does One Life not have something like this in place for their managers?
Radius might be an option for you if you are wanting to manage your downline agencies and agents. Radius allows you to set up your hierarchy, commission structure, manage agents E&O, contracts & licenses, automatic lead distribution, automatic workflows with lead reassignment and a bit more.
Any questions let us know.
Each User Type as a certain level of permissions and then within each user profile, there is a certain level of permission settings.
Okay.
When importing leads - can each import session be uploaded to a specific folder as not to mix them all together?