Insurance agents

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This dictionary contains names of all agents that sell policies in your agency.

Click ADD button and type agent's name and his number given by Insurance Company (IC).

To add agent's number in a specific IC please select the IC name first, then type agent's number and click SAVE button.

 

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That window also enables to define agent's commission. Four options are available here:

 

1. Same as for agency - agent's commission will equal agency commission

2. Coefficient - agent's commission = agency commission * coefficient ( coefficient 1=100% of agency commission)

3. Defined separately for each insurance product - commission defined for each policy.  Click AGENT COMMISSIONS button (new window will open)

4. Based upon commission levels within agents network - commission calculation is based upon an agent's position in the net of agents. To define a net of agents click AGENTS NETWORK button (new window will open)