This is an overview of how to create and update an Agency.
What is an Agency?
Agencies play several important roles within Core:
Affiliation Contact Record: An agency can act as the primary contact record for various affiliations.
Agent of Record for Cases: An agency may also be appointed as the agent of record for particular cases, serving as a substitute for individual agents.
Broker Dealer: An agency can be designated as a broker-dealer.
Creating an Agency
The only required fields for an Agency are the name, Corporation and Contact Information.
- Agency Information can be added through the SureLC integration.
- The Corporation Selection allows you to choose between your BGA name or BGA-Name Variable.
Helpful Tip:
When making this selection, choose your BGA name (not the variable option). - When adding a signing officer, the agent record for that signing officer must already be created in the system.
Updating an Agency Record
Once the agency is created, additional tabs will appear:
- Account Setup
- Licenses
- EFT
- Contracts
- Hierarchy
- Employees
- Agents
- Notes
- Cases
- Files
- At this time, the system allows you to add only a single contract with an Insurance Carrier payment. The system will guide you step-by-step through the process of creating this contract.
- Agents: Agents will automatically be linked when the agency is added to their profile
- Notes: Refers to the capability to add a note or follow-up associated with the agency for tracking and communication purposes.
- Cases: Cases will automatically populate under the agency if it is used in place of an agent for a specific case.
Important Terms
- Files: Attachments that can be saved to various records within the system, such as cases, agents, or agencies. There is no size limit for these attachments, allowing for a wide range of document types and sizes to be stored securely.
- Corporation: An organization categorized as either variable or fixed, based on the types of products it offers. Select 'variable' only if the organization exclusively sells variable products.
- Employee(s): Records added to an agent, agency, or carrier in the system, primarily for CRM purposes. Employees do not have access to the Core platform but are included to maintain a comprehensive record of all individuals associated with a Core record, such as administrative staff, support personnel, or other non-licensed team members.
- Hierarchy: Added to an agent or agency to determine how carriers pay commissions or how the organizational structure is reported.
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