Agents - Setup

Overview of course                                                                               

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.