Difference between revisions of "Editing Agent account details"

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(Created page with 'Search for a Broker and press the view option. This opens the Broker account in edit mode. You'll notice that this screen looks very similar to the My Company page, in fact the …')
 
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Search for a Broker and press the view option. This opens the Broker account in edit mode.
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Search for an Agent and press the view option. This opens the Agent account in edit mode.
  
You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Broker page is visible and changeable by the Broker's administrator user via the My Company page when they log in. Not all details are visible and changeable on the Broker's My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Broker fields. The Admin reference is also omitted. Brokers cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.
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You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Agent page is visible and changeable by the Agents administrator user via the My Company page when they log in. Not all details are visible and changeable on the Agents My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Agent fields. The Admin reference is also omitted. Agents cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.
  
On the Broker edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Broker field.
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On the Agent edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Agent field.
  
A Bad Broker is a broker who do you longer wish to do business with for possible legal reasons. Setting the Bad Broker flag prevents other brokers from being created with the same Post Code. It's very unlikely that 2 brokers would live in the same post code anyway. This is a security feature to protect you from fraud.
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A Bad Agent is an Agent who do you longer wish to do business with for possible legal reasons. Setting the Bad Agent flag prevents other Agents from being created with the same Post Code. It's very unlikely that 2 Agents would live in the same post code anyway. This is a security feature to protect you from fraud.
  
The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Broker per Scheme or Per insurer.
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The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Agent per Scheme or Per insurer.

Revision as of 09:59, 2 September 2010

Search for an Agent and press the view option. This opens the Agent account in edit mode.

You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Agent page is visible and changeable by the Agents administrator user via the My Company page when they log in. Not all details are visible and changeable on the Agents My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Agent fields. The Admin reference is also omitted. Agents cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.

On the Agent edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Agent field.

A Bad Agent is an Agent who do you longer wish to do business with for possible legal reasons. Setting the Bad Agent flag prevents other Agents from being created with the same Post Code. It's very unlikely that 2 Agents would live in the same post code anyway. This is a security feature to protect you from fraud.

The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Agent per Scheme or Per insurer.