Software To Manage & Track Downline Agents

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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
 
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.
 
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.

Looks nice. Will be starting the trial tonight . . .

Add this to my fancy fedex quoter . . .
 
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?
 
Does One Life not have something like this in place for their managers?

They have an awesome high tech back office . . .

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On the Broker and Agency plan options. Can they be class restricted - like: Sue can do this and Bob can do this but not change anything?



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.
 

On the Broker and Agency plan options. Can they be class restricted - like: Sue can do this and Bob can do this but not change anything?
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Each User Type as a certain level of permissions and then within each user profile, there is a certain level of permission settings.
 
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?
 
Commission Tracker Software also a good option for this work. It leads the insurance agencies management in a new way and streamlined all work process into a qualitative management.
 
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