Agent Branches

It's typical for agents to operate multiple offices (branches) in various regions or countries. Often, these branches have distinct agreements with your institution, such as different commission rates. Consequently, you must treat them as separate agents within the system while maintaining a connection between the branches and the central (head) office.

Head Office vs Branch Office

Some details and options available in the agent profile vary depending on whether the agent is a head or branch office.

A. Head Office in the Header: Only visible if the agent is a Branch Office (it has a head office).

B. Branch Offices Tab: Only available if the Agent is a Head Office. This tab will display the list of the branch offices for the agent.

View the Agent Branch Offices HEAD OFFICE ONLY

1. Go to the agent profile that you want to see the branches for.

2. Go to Branch Offices in the tabs.

3. You’ll see Branch Offices page.

   

Set an Agent as Head Office

1. While Creating or Updating an agent, go to Details section.

2. Select the Is Head Office option.

3. Click Save to apply.

   

Set an Agent as a Branch Office

1. While Creating or Updating an agent, go to Details section.

2. Untick the Is Head Office option.

3. Choose the Head Office for the agent. If not selected, the agent is not considered and Branch Office.

4. Click Save to finish.