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Licensing and Contracting

Agent-Basic Information 
Detailed description of adding new agent information.
8 minutes

Agent Affiliation - Part 1
Detailed description of agent hierarchy structure. 
11 minutes

Agent Affiliation - Part 2
Detailed description of agent hierarchy structure with multiple manager levels.
14 minutes

Agent Licensing
Describes in detail agent licensing and contracting.
9 minutes

Changing / Deleting Agency Manager
Demonstrates how to change agents and cases from one manager to another. Also deleting a manager from an agency record.
8 minutes

Agent Case List  
A list of all cases assigned to one particular agent with advanced options on how to use it
4 minutes

Customizing Agent Records

Agent Classification Codes
How to utilize the Classification Codes & mass update feature for Classification codes.
6 minutes

Agent Advertisements    
Shows how to set-up automatic advertisements that appear on letters sent to an agent.
8 minutes

Custom Letters
How to Setup Custom letters.
13 minutes

Agent Mail Merge
How to Utilize the Agent Mail Merge Feature of Commerce Agency.
15 minutes

Agent – Misc. Tab 
Describes the various fields on the Misc. Tab of an agent record and how they are populated
8 minutes

Agent – Tracking Tab 
Within an Agent Record on the Tracking Tab, this demo describes the requirements being tracked and where they are populated
8 minutes

Proposals run within Commerce Agency   
Tracking a proposal within an agent record and reviewing proposal reports
9 minutes