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System Administration
Adding an
Organization
Initial setup of an organization including adding address and phone information
5 minutes
Adding a User to an Organization
Entering new users with personal information and linking them to the organization
6 minutes
Commerce Viewer Scheduling
Adding scheduling times for pending cases to be downloaded
8 minutes
Base Tables
Custom Letters
How to Setup Custom letters.
13 minutes
Agent
Advertisements
Shows how to set-up automatic advertisements that appear on letters sent to an agent.
8 minutes
Integrating with Illustration
Software
Adding illustration paths and linking to plans for use in running illustrations in Commerce Agency
3 minutes
Follow-up
Cycles
Shows how to set default follow-up days so cases and agent records will appear on the online follow-up screen at a specified time.
6 minutes
Riders
Shows how to add riders to a case.
3 minutes
Variable I - Variable Product
Setup
Initial Setup in Resource done by the system administrator for the drop down boxes used in variable life and annuity cases
8 minutes
Variable II - Linking Products to
Plans
Linking the various investment funds, options and requirements to carrier plans in resource done by the system administrator
8 minutes
Impairments
Describes how to add an impairment to a case and add an impairment to the listing in Resource.
3 minutes
Carrier Maintenance
Underwriting & Forms
Overview on how to add carrier plans, underwriting requirements and form information to the Commerce Agency Resource Database.
7 minutes
Modal Factors
Describes where to input modal factors on the carrier and plan, and policy fee.
5 minutes
Resource – Carrier
Maintenance
Shows how the availability of carrier information within Commerce Agency can be affected by how the carrier is set up within Resource
8 minutes
Resource – Plan
Maintenance
Shows how the availability of plan information within Commerce Agency can be affected by how the carrier/plan is set up within Resource
8 minutes
Notes
Shows how to add and view a note. Also describes how to add an agent and/or client alert.
9 minutes
Diary Tab
Reviews the purpose of the diary tab and how you can view the information in the diary.
4 minutes
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