Follow these steps to create a new account (entity/agency) and/or contact (producer/agent) record in AgentSync.
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How to create an entity using the Account Record
Step 1: Navigate to the Account object (tab).
Step 2: Click new.
Step 3: Enter the Account name (Entity or Agency).
Step 4: Enter the NPN
Step 5: Click save.
Your entity will sync instantaneously. A green flag displayed under AgentSync status means that your sync was successful. A status of AgentSync tracking = active indicates that your entity is set to receive daily updates from NIPR.
Step 6: Scroll down to the account page to click "view all licenses."
Step 7: This section displays all licenses linked to the entity.
Step 8: Scroll down the account page to click "view all carrier appointments"
Step 9: This section shows all carrier appointments linked to the entity.
Helpful Tip: Looking to apply for entity licenses in AgentSync? Read this article for next steps.
How to create a producer using the Contact Record
Step 1: Navigate to the Contact object (tab).
Step 2: Click New.
Step 3: Type in your producer's first and last name.
Step 4: Every contact needs to be linked to an appropriate account. To do this, click on Account Name and choose the account associated with your agent.
Helpful Tip: If you cannot see the account name in the list, you have two options: you can begin typing the account name to perform a search, or you can select New Account to create a new entry.
Helpful Tip: If you wish to stop tracking your producer, go here for step-by-step instructions.
Helpful Tip: If your producer's User record isn't visible in the preview, try selecting Show more results for located at the bottom of the preview section.
Checklist for creating a new Contact Record
While onboarding a producer may appear simple, it is essential to include several key fields to ensure the onboarding process is completed accurately. Once you have filled in these details, you are ready to proceed:
Steps 1-5 | 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 a producer is licensed in both TN and WY, the contact records will separate this data, resulting in one record for each state.). To prevent duplicate NPNs in your AgentSync org, email support@agentsync.io. |
You add your producer's: 1. First name 2. Last name 3. Account record (contacts only) |
All contacts in Salesforce must be linked to an account to ensure they can be easily found and invited to the portal. |
The status field on your producer shows success. | This confirms that the NPN is correct and synced successfully. If your record does not show success, click here. |
Complete all added fields on your contact record. | Including specific fields like manager, cost center, or date of hire enhances reporting and captures all relevant information. |
Click save. | This ensures that your information is saved. |
Helpful Tip: 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.
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.
Still have questions? Email support@agentsync.io for assistance.