How To - Agent Setup

Agent Setup (must be setup prior to monthly bill run)

Need the following information prior to the effective date in order to set up a new agent and pay commissions:

  • Agent Name
  • Agent Address
  • Agent Phone Number
  • Agent Email Address
  • Effective Date
  • Commission Rate
  • Customers with agents assigned

 

Setting Up New Agent

  1. Login to the Partner account
  2. Select Account under Create New (located in the left-hand side bar)
Setting Up New Agent
  1. Complete the account information (see example below)
  2. It is recommended that you include "- Agent" as part of the account name
  3. Select Save

Add Agent to List of Agents

Agents need to be added to the List of Agents in order to populate the drop-down list for adding the agent to a customer.

  1. Go to your Partner account
  2. Under the SETUP tab, scroll down to the bottom and under Commission, select Agents
Add Agent to List of Agents
  1. Select Add
  1. From the drop-down menu, select the newly created agent
  2. Save or Save/New if you need to add more than one Agent at this time.

Assign Agent to Customer Account

  1. Log-on to the Customer account (not the Enterprise Account)
  2. Select the Tools tab
  3. Under Tools and Utilities, select User Agent
Assign Agent to Customer Account

Select Add

  1. From the drop-down list, select the Agent
  2. Save

Add Commission Rate to the Agent

  1. Still on the Customer account, select the Tools tab again
  2. Under Tools and Utilities, select User Agent
Add Commission Rate to the Agent

You will now see the Agent assigned to the customer

  1. Click on the Agent Name
  1. Under Useragent Commission Detail, select Add

Complete the following information for each Commission Type the Agent will be receiving commission:

  1. Commission Type - select a commission type from the drop-down menu
  2. Commission Calculation Type - Select from the drop-down menu the type of commission
  3. Rate - Select from the drop-down menu either flat amount or percentage rate (i.e. 0.10 = 10%
  4. Occurrences - leave blank
  5. Save

You must add all commission types to the Useragent Commission Detail, even if the commission rate is the same for each type.

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