Agency Groups

Some companies allow individual agents to form groups in order to combine their agency experience results. Individual agent codes are then associated with a main group code similar to the way in which producers are associated with agency codes. Agency experience is calculated for each individual agency code, but then it is also combined for all agents within a group code.

Add an Agency Group

To add an agency group:

• Choose the Agency Groups selection from Agency Setup node.

1. 1. When the Agency Group Setup screen displays, choose Add an Agency Group.

   2. Agency Group: Enter the name of the agency group.

   3. Directly below the agency group's name is address information. Information entered here is used for mailing purposes.

   4. (Optional) Bulk Agency Commission Checks: This is used to determine if a Bulk Commission Check will be generated for the primary agent in the group which would include commissions for all sub agents. When a check mark is placed in this field and commissions are generated for the month, the primary agent in the group is used for all of the commission generated.

Click Save Agency Group to retain the information. The Agency Group Setup screen returns, and the agency group appears in the Grid View.

Repeat the procedure as outlined above to add any agency groups your company may need.

Edit an Agency Group

To edit an agency group:

1. From the Agency Group Setup screen, click the pencil icon next to the agency group.

2. When the Edit Agency Group screen displays, make any changes necessary.

3. Click Save Agency Group.

Delete an Agency Group

To delete an agency group:

1. From the Agency Group Setup screen, click the X (red X) next to the agency group.

2. Answer Yes to the question: "Are you sure you want to delete this group?"

3. The agency group is removed from the Grid View.

Hierarchial Agency Groups

Note: This function is only available on the Employee Web. It is accessed from: Utilities / Administration / Agency Setup: Agency Groups.

This gives your company the ability to create Hierarchical Agency Groups. Here's an example of how a hierarchy would work. Agency 1: Purchases Agency 2 and Agency 3. Agency 3: Purchases Agency 4 and 5. The system will show Agency 1 as the "primary" agency, Agency 2 & 3 as the secondary agencies and Agency 4 & 5 as the sequentially ordered agencies. When the “Use Agency Groups” system setting (Security folder) is enabled, user security will continue to work in a top-down fashion. Agency users will have access to policies assigned to all agencies in their Agency Group which will also now include all descendant Agency Groups.

Add a Hierarchial Group

• Click Add.
• Description: Enter narrative describing the group.
• Parent Group: Select from the combo box.
• Commissions: Specify the Agency Group to which Commission Payments should be made.
• Bulk Agency Commission Checks: If this Agency Group should receive Bulk Agency Commission Checks, click in the field to place a check mark.
• Address Information: Complete all address information.
• Click Save to add this to the Grid View.

Other Notable Things...

• The Agency Information Import functionality has been modified in order to allow both the parent and commissions Agency Group values to be provided.
• A Tree List Control has been added to the Agency Groups Control which can be accessed via the Tree View button. The Hierarchical Agency Groups will be displayed in the Tree View format.
• Selecting the Flat View button returns the user to the normal Grid View format.
• Edit (Pencil Icon) / Delete (Red "X"): These options are available for each Agency Group in the hierarchy. If deleing a group, a validation is returned: "Delete this agency group?" Click OK; agency group removed from the list.