Job Aids
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      Distribution Channel

      A distribution channel is an affiliation that can be added to an agent's profile for easy identification.

      When adding a new affiliation, you must select the distribution channel. 

      • B/D
      • Bank
      • IMO - used for AimcoR|EIG
      • Independent - used for BGA classification
      • National Account 
      • Recruiter

      How to add a new affiliation:

      1. Click on Affiliations on the left-side menu
      2. Click the green +Add button
      3. Name the affiliation
      4. Click the box to apply the affiliation to the agent level
      5. Select the distribution channel from the dropdown list
      6. Click Save

        8 STEPS

        1. Open the Affiliations menu.

        Step 1 image

        2. Click Add.

        Step 2 image

        3. Name your new affiliation.

        Step 3 image

        4. Do you want to make it applicable to agents?

        Step 4 image

        5. Click Select a channel.

        Step 5 image

        6. Select I M O.

        Step 6 image

        7. Click Save.

        Step 7 image

        8. That's it. You're done.

        Step 8 image

        Here's an interactive tutorial

        ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

        https://www.iorad.com/player/1905750/Creating-a-new-affiliation-