---
title: Creating and Updating an Agency
description: This is an overview of how to create and update an Agency.
---

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1. [Knowledge Base](https://help.techf.com/migration/knowledge?hsLang=en)
2. [Core](https://help.techf.com/migration/knowledge/core?hsLang=en)
3. [Agencies](https://help.techf.com/migration/knowledge/core?hsLang=en#agencies)

# Creating and Updating an Agency

## 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.

#### Interactive Tutorial

<iframe src="https://www.iorad.com/player/2431948/Core-Creating-an-Agency?iframeHash=trysteps-1&amp;src=iframe&amp;oembed=1" width="100%" height="500px" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" referrerpolicy="strict-origin-when-cross-origin" frameborder="0" webkitallowfullscreen="webkitallowfullscreen" mozallowfullscreen="mozallowfullscreen" allowfullscreen allow="camera; microphone; clipboard-write"></iframe>

 

- [Core](https://help.techf.com/migration/knowledge/core?hsLang=en#main-content)

    - [Intro to CORE](https://help.techf.com/migration/knowledge/core?hsLang=en#intro-to-core)
    - [Application](https://help.techf.com/migration/knowledge/core?hsLang=en#application)
    - [Agents](https://help.techf.com/migration/knowledge/core?hsLang=en#agents)
    - [Agencies](https://help.techf.com/migration/knowledge/core?hsLang=en#agencies)
    - [Carriers](https://help.techf.com/migration/knowledge/core?hsLang=en#carriers)
    - [Campaigns](https://help.techf.com/migration/knowledge/core?hsLang=en#campaigns)

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