Overview of Agent Setup

Here’s a summary of what you’ll be covering in the video lessons:

• Creating an Agent Profile
• Activating the Agent
• Setting Up Commission Templates
• Linking Agents to Applications and Enrolments       
• Five Essential Setup Steps
• Linking Agents to Enrolments/Applications        

IMPORTANT : At the end of this lesson you will then need to complete the quiz for it before moving onto the next Lesson.