7. Agents Setup
- Description
- Curriculum
- Reviews
Overview of the courses
The Agent Setup course provides a comprehensive guide to configuring and managing agent-related settings in TEAMS. This course covers the essentials of agent setup, including creating and managing agent profiles, configuring commission templates into TEAMS
Please note: The lessons in the curriculum are laid out in a set sequence. Please follow the quizzes and assignments in the sequence that they appear, to ensure a smooth and easy progression through this course.
Outcomes
Once you have successfully completed the course, you should be able to:
- Understand the role and importance of agent setup in TEAMS
- Create and configure agent profiles with essential details
- Set up and manage commission templates to streamline agent commission calculations.
- Integrate agents into the system for efficient processing of applications and enrolments.
Who is this course for?
- System administrators responsible for configuring agent settings in TEAMS.
- Operational staff managing agent relationships and commissions.
- Anyone involved in setting up and managing agents and their commissions in TEAMS.
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3
Commission TemplateLearn how to create and manage Commission Templates in TEAMS, including fixed and percentage-based commissions, program-specific rates, GST rules, and the required setup steps to ensure accurate agent commission calculations across applications, enrolments, and invoices.
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4
Commission Template Quiz
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7
Agents
Learn how to correctly set up Agents in TEAMS, including manual entry, bulk import options, required User Codes, contact information, GST rules, commission settings, and portal access. This lesson ensures agents are configured accurately for applications, enrolments, communication, and commission processing.
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8
Agents Quiz
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11
Custom Import - Agent Contact
This lesson explains how to prepare and import Agent Contact data into TEAMS using the Custom Import feature. It covers required fields, formatting rules, field mapping, and validation steps to ensure agent contact records are created accurately and consistently.
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12
Custom Import -Agent Contact Quiz
