Agency accounts enable:
✅ Compliance with structured hierarchies
✅ Enhanced visibility/control for administrators
✅ Streamlined agent management
Agency Setup
Creating an Agency Account
Agency Hierarchy
Linking Agents and Sub-Agencies
Key Features
Management Tools
Process Overview:
Create agency account
Build organizational structure
Invite agents/sub-agencies
New Accounts: Select "Create an Agency Account" during signup
Existing Accounts: Upgrade via Settings → Enter agency details → Click 'Create'
Join Codes: Unique to each agency (find in Settings) for member invitations
Direct Downline Agents
Individual agents linked directly
Sub-Agencies
Entire agencies under upline
Note: No control over sub-agency settings
Enter join code in Settings
Accept email invite
Primary admin enters upline join code
Critical Rule: No shared credentials - each agent must have individual account
Default: Paid to agents
JMA Option: Agency-level payments via Joint Marketing Agreement
Feature
Description
Shared Book
Agent cross-access to clients
Full Book
Agency-wide client visibility
NPN Override
Apply hierarchy NPNs
Unique marketing links per agent
Auto-associates enrollments with agent NPN
Overview: Agent/client totals, search
Insights: Performance metrics, leaderboards
NPN Override: Manage override permissions
Exports: Report generation controls
Consent Library: Centralized consumer consent
View Agents: Search profiles
Terminations: Process via Agent Support