Agent's Employees

Overview

Agent employees play an important role in the efficient management of agents. By recording and overseeing their information within the system, you can designate an agent employee as the primary contact for an offer and enrolment ensuring clear communication with the correct agent employee.

View the Agent Employees

1. Go to the profile page of the agent that you want to see the employees for.

2. Go to the Employees tab.

3. The employees for that agent will display on the grid. The options available on the grid are:

   1. Include Inactive Employee Filter: If selected, Active and Inactive employees will display. Otherwise, only Active employees will.

   2. Actions Panel: A collection of actions available for the employee selected in the data grid.

   3. Select Box: An option to select an employees on the grid.

   4. Create Employee: Click to create a new employee for the agent.

   5. Refresh Grid Data: Refresh the current data grid with the latest values.

      

Create an Agent Employee

Please see the following article: Create and Edit Agent Employees

Update an Agent Employee Details

Please see the following article: Create and Edit Agent Employees

Activate and Deactivate Agent Employees

Please see the following article: Create and Edit Agent Employees

Delete an Agent Employee

Deleting an agent employee is not possible. If the employee is no longer working for the agent, you can deactivate it instead.