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 Invitation Codes

Solution

You can contract agents under you by providing them with invitation codes. These codes set the agent's commission levels and binds them to you as your direct downline. You may generate a code for any commission level beneath you and send each code to as many agents as you want.

To generate a code, log into the agent portal. From there find the "Invitation Codes" link under the, "Contracting" menu. If you haven't already done so, you must generate a code before you can use it.

The codes come with links that you can use in emails, web pages, or other marketing materials.

If you want to rescind a code and stop anyone from using it, you can delete it. But anyone who has already used it will not be effected.

Steps for the direct up-line to create invitation link

  1. Login into the agent portal at https://insuranceadmin.com/agent
  2. Under "Contracting" menu, select "Invitation Codes"
  3. Select desired commission schedule and advance options for the agent you wish to contract
  4. Copy "Contracting Link" and send out to agent. Alternatively, codes can be emailed from our system by clicking blue email button next to the link
  5. Agent can now follow the link to fill out their information and submit their new contract
 
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Article details

Article ID: 4

Category: Agent Portal Basics

Rating (Votes): Article rated 5.0/5.0 (6)

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