General
      Back to home
      1. Help Center
      2. Getting Started
      3. General

      How to Onboard a Producer or Entity in AgentSync Manage

      This article will walk through how to onboard a producer or entity and trigger the daily NPN sync.

      Click the link below to jump to the desired section

      How to Onboard a Producer Using the Contact Record

      Step 1: The first step is to open AgentSync Settings | Salesforce and click Contacts

      Step 2: Click New

      Step 3: Type in your producer's first and last name.

      Step 4: Each contact must have a corresponding account.  Click Account Name and select the account that your agent is associated with.

      Don't see your account name?  Try typing the name or selecting "New Account" to add your account.

      Step 5: Type in the agent NPN  
      Step 6: Click Save.
      🎉 Now you can see the full sync!  This section shows the name, date of birth, and whether the Agent is activated to receive daily updates with NIPR.  If you have any custom fields you would like to track, email us at support@agentsync.io and we can include them here!

      AgentSync Tip: Would like to discontinue tracking your producer? Click here for step-by-step instructions.

      11 STEPS

      1. The first step is to open AgentSync Settings | Salesforce and click Contacts

      Step 1 image

      2. Click New

      Step 2 image

      3. Type in your producer's first and last name.

      Step 3 image

      4. Each contact must have a corresponding account. Click Account Name and select the account that your agent is associated with.

      Don't see your account name? Try typing the name or selecting "New Account" to add your account.

      Step 4 image

      5. Type in the agent NPN

      Step 5 image

      6. Click Save

      Step 6 image

      7. Now you can see the full sync! This section shows the name through the NIPR sync, date of birth, whether the Agent is activated to receive daily updates with NIPR. If you have any custom fields you would like to track, you can add them here.

      Step 7 image

      8. Scrolling down, click "view all" to see your producer's licenses.

      Step 8 image

      9. You can click the hyperlinked blue license number to view more information on the license (hover over it for now)

      Step 9 image

      10. Click View All to see your producer's carrier appointments to see a list that looks like the licenses. (We will hover for now)

      Step 10 image

      11. Are you done tracking this producer? Change this AgentSync tracking field from active to inactive to no longer receive updates.

      This will freeze this producer in time - you can use this information for any backend audits

      Step 11 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/1907475/Onboard-a-Producer-Using-the-Contact-record-

       

      How to Onboard an Entity using the Account Record

      Step 1: Click new on the account tab

      Step 2: Enter the entity name.

      Step 3: Enter the NPN

      Step 4: Click save.

      Step 5: Your entity will sync instantaneously.  The green flag under AgentSync status means that your sync was successful.  The AgentSync tracking = active means that your entity will receive daily updates from NIPR.

      Step 6: Scroll down the account page to click "view all licenses."

      Step 7: This shows all licenses associated with this entity

      Step 8: Scroll down the account page to click "view all carrier appointments"

      Step 9: This shows all carrier appointments associated with this entity.

      Looking to apply for entity licenses in AgentSync?  Read this article for next steps.

      How to onboard a producer using the user (or people) record

      Can't see your user? reach out to AS admin

      10 STEPS

      1. First, click the 9-dotted square and type companies.

      Step 1 image

      2. Click the company you would like to enable internal appointments for.

      Step 2 image

      3. Click Edit Create Internal Appointment

      Step 3 image

      4. Scroll down and click Create Internal Appointment

      Step 4 image

      5. Click Save

      Step 5 image

      6. Let's try it out! Enter the name of your producer.

      Step 6 image

      7. Click appoint.

      Step 7 image

      8. All internal appointments will have a designated "†" sign.

      Note: this view does not have any internal appointments.

      Step 8 image

      9. Click the appointments you would like to apply for.

      Step 9 image

      10. Click Create NIPR Appointment Transactions.

      Step 10 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/1947131/How-to-enable-and-apply-for-internal-appointments-in-AgentSync

      Step 1: Find your user by typing their name in the Global Search Bar at the top of your page

      Step 2: Click the name of your producer with the label User under the name

      AgentSync Tip: Don't see your producer's User record in the preview? Try clicking "Show more results for" at the bottom of the preview.

      Step 3: Click Edit on the top right side of the page.

      Step 4: Enter your user's NPN in the NPN field

      Step 5: Click Save

      🎉 Now you can see the full sync!  This section shows the name, date of birth, and whether the Agent is activated to receive daily updates with NIPR.  If you have any custom fields you would like to track, email us at support@agentsync.io and we can include them here!
      Would like to discontinue tracking your producer? Click here for step-by-step instructions.

      Want to see a step-by-step walkthrough of this process? Click here to access this exclusive AgentSync Customer Content and see!

      Your Producer Onboarding Checklist

      Onboarding a producer may seem straightforward, but there are a couple key fields that you must include include to ensure that your producer is onboarded correctly!

      🎉 After completing these details, you are all set!

      AgentSync Note: Do you have multiple agencies that share an NPN?  We recommend adding the NPN to one agency only.  The agency with the NPN can serve as the parent account for all of the branch agencies to track the association.

      Step The "Why"
      Search to confirm that the producer's NPN is not already in your AgentSync system. Duplicate NPNs result in data being split (ex: if you have a producer who is licensed in TN and WY, your contact records will split this data, so one contact will have a TN license only and one contact will have a WY license only). To add a rule to prevent duplicate NPNs in your AgentSync org, please email support@agentsync.io.
      You add your producer's:
      1. First name
      2. Last name
      3. Account record (contacts only)      		 Salesforce requires all contacts to have an account in order for the contact to be searchable and invited to the portal.
      The status field on your producer shows success. This confirms that the NPN is correct and syned successfully. If your record does not show success, click here.
      You complete all added fields on your contact record. You may have fields unique to your AgentSync org such as manager, cost center, or date of hire. Adding these fields allows them to be reportable.
      You click save. This ensures that your information is saved!

      Further Education & Training

      Want to learn more about onboarding an entity in AgentSync?  Check out our Getting Started with AgentSync for Agencies and Internal Agents: Onboarding an Entity micro-course in AgentSync Academy!