One 'parent' account to view all transactions for branch offices

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John Kavanagh

06 May 2015 10:00

At the moment, it is necessary to have a number of different agents for different branches of the same Broker in order to ascertain what business is coming from what branch, and to process transactions accordingly. However, it would also be useful to be able to utilise a feature which would allow a 'master' or 'parent' agent for such a broker to overview all transactions for all branches in one place. 

For example; 'SchemeServe Insurance Brokers' has three different branches, each of which exists as a separate agent on the system but their accounts are dealt with centrally from their head office.

SchemeServe (London Branch),

SchemeServe (Cambridge Branch)

SchemeServe (Corwall Branch).

 

If we set up a fourth account 'SchemeServe Insurance Brokers', the 'parent' account,  and chained the branches to this account, we would like to be able to view all transactions on the statement tab of the 'parent' account. This would enable bulk receipting of all branches from one place.

 

3

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  Mark Williams 06 May 2015 11:10

  I am very keen on this suggestion. It would also be important to allow chaining of commissions to allow this to be used for networks.

  There is currently another feature requests already along this line as follows:

  http://support.admnetwork.com/entries/58217038-Chaining-agents-should-allow-the-top-level-agent-to-see-all-cases

   

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