How Agent & Upline Portals work

 

 

1. Logging into the Agent Upline Portal 0:00

• Access the Agent Upline Portal designed for agents and uplines.
• Each user can only see their own data.

2. Adding Agents and Uplines 0:10

• Locate the list of agents and uplines in the portal.
• For each agent/upline, input their email address (e.g., [e-mail]).
• Click 'Save' after entering the email.

3. Sending Invites 0:24

• If ready to invite the agent/upline, click 'Send Invite'.
• Confirm that the invite has been sent successfully.

4. Monitoring Last Login Date 0:48

• Check the last login date for each agent/upline to identify inactive users.

5. Previewing Agent Data 1:06

• To view what an agent sees, click 'Login As' and select the agent (e.g., Evan).
• Review the four tabs available: All-Time Data, Payroll History, Dashboard, and Direct from Carrier.

6. Understanding All-Time Data 1:16

• Note that agents can only see their own data, excluding commission details.
• Rows with zero agent payroll will not be displayed in their portal.

7. Filtering Data by Month 2:59

• Agents can filter their data by month to view specific periods.

8. Accessing Payroll History 3:37

• Agents can view their payroll history, including amounts paid and dates.

9. Using the Publish Feature 5:28

• Understand the 'Publish' button functionality to lock rows and set publish dates.
• Only published rows will be visible to agents.

10. Managing Data Visibility 7:30

• Ensure that only rows with a publish date are shown to agents.
• Use the publish feature to manage when agents see updated data.

11. Synchronizing Publish Dates with Payroll History 9:09

• Ideally, publish data on the same dates as payroll history entries to maintain consistency.

Cautionary Notes

• Ensure that sensitive data is not visible to agents unless it has been published.
• Double-check email addresses before sending invites to avoid errors.

Tips for Efficiency

• Regularly monitor the last login dates to keep track of active users.
• Schedule regular updates and publishes to keep agent data current and accurate.

Branding Agency Portals

Objective

This SOP outlines the steps to brand the portals for your agency, ensuring a cohesive and professional appearance that aligns with your agency's identity.

Key Steps

1. Change Organization Name 0:01

• Navigate to the settings of your portal.
• Locate the field for the organization name.
• Change it to your desired name (e.g., 'XYZ Agency').
• Preview the changes to ensure it appears correctly.

2. Change Domain Name 0:19

• Find the domain name settings in the portal.
• Enter your desired domain name (e.g., 'XYZ Agency').
• Copy the new domain link for use on your website or agent portal.

3. Update Logo 0:43

• Locate the logo upload section in the branding settings.
• Upload your agency's logo to replace the generic company logo.

4. Change Favicon 0:53

• Find the favicon settings in the branding section.
• Upload your custom favicon to replace the default one.

5. Adjust Colors 1:01

• Access the color settings in the branding options.
• Change the primary color by entering a hex code or using the color picker.
• Optionally, adjust the accent color as needed.

6. Update Branding Globally 1:12

• After making all changes, ensure to click on 'Update Branding' to apply changes globally across the portal.

7. Review Changes 1:24

• Check the dashboard and portals to confirm that all branding updates are reflected correctly.

Cautionary Notes

• Ensure that the new branding aligns with your agency's overall marketing strategy.
• Double-check all changes before finalizing to avoid any inconsistencies.

Tips for Efficiency

• Keep a consistent color palette and logo design to maintain brand identity.
• Use a color picker tool to easily find and apply the correct hex codes for your brand colors.
• Regularly review and update branding to keep it fresh and relevant.