Introduction to Product Library
The Product Library is a repository where you can add/edit templates of your policy products.
Specifically for SUPER-AGENTS, this enables to create and manage the insurance products that you can then allocate to the ACCOUNT MANAGERS in your group.
The Product Library is a repository where you can add/edit templates of your policy products.
Specifically for SUPER-AGENTS, this enables to create and manage the insurance products that you can then allocate to the ACCOUNT MANAGERS in your group.
1. What is the difference between creating a product in Super Agent environment versus at agent level?
When adding a product to library at a SUPER-AGENT level, you can then allocate the product to selected agent(s).
This will save them time as they will have in their own Library, the designed Products that you created and allocated.
When adding a product to library at a SUPER-AGENT level, you can then allocate the product to selected agent(s).
This will save them time as they will have in their own Library, the designed Products that you created and allocated.
You can of course Edit / Delete and Create Products.
To Edit, click on the underscored number in column S/No; this will bring up the Product where you can modify any parts of it.
To Delete, simply click on the Action button [Delete]. A warning pop-up message will appear to ask for your confirmation.
To Edit, click on the underscored number in column S/No; this will bring up the Product where you can modify any parts of it.
To Delete, simply click on the Action button [Delete]. A warning pop-up message will appear to ask for your confirmation.
You can of course Create Products.
To create a new template product, simply click on the Action button [+ Create New Template].
The system will prompt you to choose a Product Category to prepare the template according to the line of business specificities.
To create a new template product, simply click on the Action button [+ Create New Template].
The system will prompt you to choose a Product Category to prepare the template according to the line of business specificities.
How can you ALLOCATE Products to ACCOUNT MANAGERS?
Start by selecting the PRODUCTS that you want to distribute to your ACCOUNT MANAGERS own libraries. Then click on the action button [Allocate to Agents].
Start by selecting the PRODUCTS that you want to distribute to your ACCOUNT MANAGERS own libraries. Then click on the action button [Allocate to Agents].
The system will then bring up the list of all the AMs in your group. Select all (by clicking on the grey tick-box, or some AMs. To unselect, just click the tick-box of the AM that you want to unselect.
Then click on the action button [Allocate]. This action will create the Products in those selected AMs libraries.
Then click on the action button [Allocate]. This action will create the Products in those selected AMs libraries.
