Adding an Agent –
(Adding an agent is a 2-step process, 1: Adding the agent and 2: Mapping the agent)
Select “Agents” from the upper navigation drop down menu.
You can add a new Agent by either, selecting the orange universal add +sign, or by selecting “Add Agent” in the left side panel, under the “Membership” dropdown.
Select the office the agent will be with. Select "Agent" for the role.
Click the red "Add A New User" link.
Enter the Agent's email address and select "Next Step".
The system will then check to see if the agent is already in the system (it most likely won’t be). Click the red "Create a New User" link. Then select next step.
Create a for the agent, typically we choose the first letter of their first name and last name.
Choose a default password for them, typically we make this "". Enter the password again in the confirmation line.
Select the Agent's gender.
Fill out the Agent's contact information.
If you have the agent’s LLC ID# enter it, if not that’s ok, but it will need to be entered before reporting vitals to LLC for the month.
Enter the agent’s contract anniversary date, this is not the date they started with the office, but the date their plans reset. For example, if the agent is on a cap//split plan, this is the date the cap resets.
Select "Save" and then "Next step.”
Confirm the Agent's information and then select "Next Step".
The Current Title will be "Associate"
Enter the date the Agent joined the office, as well as their license information. If you do not have the license number, enter "Unknown".
Click "Save" and then "Next Step".
Confirm the Agent's information and select "Next Step"
Select "Complete Process"
Select "Close Wizard"
The next step will be to map the Agent. On the left-side panel, under the "" menu, select "Mapping". Any item needing to be mapped will be yellow.
Select "Create All Unmapped Agents" from the following screen. Note: If the agent already exists in your file, do not select create all unmapped agents, instead use the top filter and select "Mapped Agents" and locate the agent in your files and update the Quickbooks Customer and Vendor records to the proper entries and save.
In QuickBooks, you will need to input the Agent’s tax ID as well as mark them to be tracked for 1099. You can do this by updating the Agent’s Vendor card.
Note: You will need to update the agent’s LLC ID# under the agent profile, before reporting to LLC for monthly vitals.