Agency Admin

All things related to Agency Admins - essential information and workflows to help you optimize contracting for your organization.

• Understanding your Producer Dashboard
• Understanding & Creating Affiliations
• View and Edit Organization Details
• View & Manage Tasks
• Understanding & Creating Contract Templates
• View Producer Information
• Managing your Products and Carrier Settings
• Understanding the benefits of the Producer Tab
• Navigating your Dashboard
• Understanding Commission Levels
• Exploring the Organization Tab
• Password Reset: Regain Access to your Agency Admin Profile
• How to create a Named Credential for Producer Data Sync
• Sending Self-Registration Links to Producers
• Create and Update a New Contract on Behalf of a Producer
• Tracking & Updating Portal Submissions on your Dashboard
• Email Reminders for Producers
• How to use to Contract Status Sync
• Creating & Managing Firms