Downline Agencies

To create a downline agency, you must establish yourself as the upline agency.

Account> Downline Agencies> Add Agency

Add the Upline first (ei. Acme Insurance), filling out the form, setting the number of users for that specific part of your agency (1 user, 3 users in the uplilne or set to 0 for unlimited users). Leave the rest of the information as it is. We recommend leaving the Agency commission splits alone in this section and Saving. You can set things more specifically in the product level either by agents or by agency in Products. If you do it here and in Products, your calculations will be off. Save changes.

Now add the downline agencies, again assigning a contact who is already a Radius seat holder to be the admin of that downline & fill out the rest of the form. Choose the upline agency. Again, we recommend leaving the Agency commission splits alone in this section and Saving. You can set things more specifically in the product level either by agents or by agency in Products. If you do it here and in Products, your calculations will be off. Save changes.

Add as many downlines as you like. Just make sure that your account owner or main admin is the primary Upline.

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DownlineAgencySet_Up.png

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