What is a SUPER-AGENT Account?
A Super-Agent (SA) account is for the Enterprise license holder and allows to administer the ACCOUNT MANAGERS attached to it.
(reminder: an ACCOUNT MANAGER is the individual Financial Planner or Insurance Agent)
The following functions can be used:
A Super-Agent (SA) account is for the Enterprise license holder and allows to administer the ACCOUNT MANAGERS attached to it.
(reminder: an ACCOUNT MANAGER is the individual Financial Planner or Insurance Agent)
The following functions can be used:
- Add or remove Account Managers (AM)
- Manage productivity of AM parked under the Super-Agent
- Create a policyholder or a prospect
- Allocate the policyholder or prospect to one or more AM
- Create a policy
- Allocate the policy
- Publish news and promotions to the ecosystem
- Create and modify renewals, quotations
- View account of a specific Account Manager
- Delete policy/document(sent by client)/renewal/Quotation/Quote Received