Commission Agreements
Digital Champions (or those with the commission admin permissions) will be able create Commission Agreements. Once the Commission Agreement is set up, you will then be able to go to your Employee list in Employee Setup and add a Commission Agreement to a User profile. You must also assign a Role to that User. With…
Manual Product - Initial setup process
Manual products do not have an API (Application Programming Interface) meaning that it does NOT communicate or exchange any data with the insurer. Hence the term 'Manual'. Here is the process for the set up of this facility: Step One : Insurer Setup * You need to submit a support ticket to request your…
