Chaining Agents
I have a couple of situations where I would like to have branch offices of sub agents under separate agencies but have the head office see all of the quotes and policies of the branch offices. I remembered that thi could be done and have found the following help article on how to set it up:
http://help.schemeserve.com/index.php?title=Commission_Chains
The problem is, the agent screens seem to have changed significantly since this article was written and I can not see where to do this. Can someone please point me in the right direction?
Many thanks.
Mark
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Hi Mark,
This is how you can accomplish this:
- You will need to create all the sub agents and the parent agent prior to making any changes
- Select one of the Agents that you wish to become a sub agent and then click "Edit this Agent"
- Within the General tab you will need to click on the "Appointed Representative" option and then select who the parent Agent will be
- Next if you go to the "Commissions" tab, here you can select the scheme and the insurer you would like to be associated with this sub agent.
Hope this helps and answers your question.
Mark R
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Hi Mark, thanks for that, it works perfectly when they are branch offices or AR's (as they are in this situation). Could I also set up the system so Networks can see everything sub-agents are doing when they are all independently authorised? I am sure I have seen this in the past.
Cheers.
Mark
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Hi Mark / Natalie
Unfortunately the Agent chaining is only used for reporting and to set agents sub commissions within a scheme, this can't be used to show other agents policies.
If you would like us to investigate this further with the possibility of implementing this into scheme serve please can you fill out a feature request form, you can even include a link to this request so that anyone looking can see the history.
Apologies
Mark
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