Transact for Variable Lines in Manage?

Understand the steps to apply for, renew, and manage variable licenses

Click on the link below to jump to the desired section:

• What Makes AgentSync Manage's Variable License Experience Unique?
• Applying For and Renewing Variable Lines Licenses
• Submitting Variable Line Appointments & Terminations
• Video Walkthrough (login required)

What makes AgentSync Manage's variable lines experience unique?  

AgentSync is thrilled to announce that we now support variable lines!  Manage only requires one single point of entry for producer CRD numbers bypassing those "Ask on Submission" questions that can slow down producer onboarding.  For customers who license, simply enter your producer's CRD number on your producer's contact, user or account record and it will automatically populate on non uniform questions.

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Setting up your producer for variable lines transactions:

Applying for and renewing licenses

Step 1: Navigate to your producer's Contact record by searching their name in the Global Search Bar at the top of your page in Manage. 

Step 2: Click the name of your producer with the word Contact underneath it.

Step 3: Input your producer's CRD number on their contact, user, or account page in the CRD field. Can't find it? Try clicking CTRL + F and searching for CRD.

Step 4: Adding the CRD number on the Contact record will automatically populate the CRD number on the Non-Uniform Background Questions on the Producer Detail record.

Step 5: Once the above is complete, you can apply for and renew licenses.

Appointments and Terminations

Step 1: From any page in Manage, find the tab across the top labeled Companies. Make sure to check the More drop down if you don't see it.

Step 2: Change the list view in the top left corner from Recently Viewed to All

Step 3: Click on the Company Name that you would like to appoint and/or terminate variable lines with.

Step 4: Find the LOA Categories field and click the pencil on the right side to edit the field.

Step 5: Move Variable Lines from the Available column to the Chosen column.

Step 6: Click Save

Step 7: Scroll down to find the Company State Settings related list on the Companies object and click the title to open the full list view. 

Step 8: Click into a state with a link labeled CSS-XXXXXXX

Step 9: If the state has a separate Variable License ID and Company ID, please input the Variable License ID data into the Company State Settings record

Step 10: Repeat steps 8 and 9 for every state in your Company State Settings.

Step 11: You are now set to appoint and terminate variable lines in Manage!

Video Walkthrough (login required)