CORE enhancement - Affiliations Standardization
Techficient will be updating all of the AimcoR|EIG firms across all clients for consistency:
- Avantax
- Benjamin Edwards
- Brown and Brown
- Harbour Investments
- Hightower
- IAA
- Janney
- Kovack Securities
- RBC
- Royal Alliance
- Securian
- Stifel
Affiliation Changes
Each of the firms above will be categorized as an IMO for better identifications.
Techficient is making these changes on your behalf. Going forward, you will want to set up a new AimcoR firm as an IMO:
- Click on the firm name
- Click Edit Affiliation
- Use the dropdown menu for Distribution Channel to choose "IMO"
- Click Save
Agent Changes (Logos)
The distribution channel helps identify if the agent is independent or part of AimcoR|EIG. Logos help easily identify which grouping/classification/affiliation the agent belongs to. In the instance below, Jim is a KAFL agent.
Relationships on the agent's profile will also be displayed on the Case Details tab. More on that in a bit:
You can easily change the affiliation by:
- Clicking on the gear icon
- Clicking on the 'Classifications' section
- Remove any affiliations that no longer pertain to the agent
- Click on the 'X' to the left of the classification name
- Choosing the affiliation from the dropdown menu (i.e. AimcoR/EIG)
- Click Save
The agent summary will reflect the change.
Please note - there co-branding is no longer possible.
Case Changes
Case headers will reflect the agent's affiliations in addition to the logo appearing next to the agent's name.
- There are going to be instances when the case logo does not match the agent's logo. Primarily, this occurs if an agent's affiliation changes after a case goes inforce. The case logo will reflect the agent's affiliation at the time the case goes Inforce. The agent's logo will reflect their current affiliation.
- Communications reflect the case logo/affiliation.
Case Details Changes
Going forward, all new cases entered into CORE will automatically populate the Case Details widget with the agent's:
- Agency
- Broker Dealer
- Affiliations