Add an agency group

An agency group is an organization created for and by independent agents and agencies. The agency group assists agents and agencies in growing their businesses by providing support and access to new markets. You can add an agency group in the Contacts module.

To add an agency group, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Agency Group.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
  5. In the Username box, type the username the agency group will use to log in.
  6. In the Email Confirmation To box, type the agency group’s email address.
  7. In the Password box, type the password that will be used with the username to log in.
  8. In the Retype Password box, retype the password to confirm it is entered correctly. If the passwords don’t match, a Warning pop-up window will open. Select OK or X to close the pop-up window.
  9. In the Permission Level dropdown list, select the agency group’s permission level from the list. See Role Permissions for more information.
  10. In the Default State dropdown list, select the state where the agency group is based. This is a required field.
  11. In the Timezone dropdown list, select the time zone where the agency group is based. This is a required field.
  12. In the Zendesk Email box, type the email address the agency group will associate with the Zendesk account. See Zendesk for more information.
  13. Check the Send Commission Statement Electronically checkbox if the agency group will receive commission statements electronically.
  14. In the Email Address to Use dropdown list, select the agency group email address where commission statements will be sent.
  15. In the Direct Claim Activity To dropdown list, select the agency group email address where claim activity will be sent. When you select an email from the dropdown list, the Also CC box will appear.
  16. In the Also CC box, type any additional email address(es) that will receive claim activity emails. If you enter more than one email address, use commas to separate the email addresses.
  17. In the series of checkboxes, select any of the following:
    • Accept Policy Documents Electronically

      Note: To check the Accept Policy Documents Electronically checkbox, you must first select an email address from the Email Address to Use dropdown list.

    • Send Daily “Print List” Email

      Note: For the agency group to receive the Print List summary, you must select both the Accept Policy Documents Electronically and Send Daily “Print List” Email checkboxes.

    • Notify by Email All Overdue Invoices
    • Do not print invoices when this agency is the bill whom

      Note: BriteCore will automatically select the Do not print invoices when this agency is the bill whom checkbox if the Agency is on Agency Billing checkbox is selected.

    • Agency is on Agency Billing

      Note: If you select the Agency is on Agency Billing checkbox a Confirm pop-up window will open. See Set up agency billing.

    • Display Agency Group Contact Information on the Declaration
    • Direct Application Activity to Specified Email Addresses

      Note: If you select the Direct Application Activity to Specified Email Addresses checkbox, the Email Addresses to Use box appears. Type any additional email address(es) to which application activity should be directed. If you enter more than one email address, use commas to separate the email addresses.

  18. In the Email Address to Use dropdown list, select an email address to use for the identified notifications if an email address hasn’t already been selected. When you select an email address, the Also CC box opens.
  19. In the Also CC box, type any additional email addresses to which notifications should be sent. If you enter more than one email address, use commas to separate them.
  20. In the Commission Structure dropdown list, select the commission structure of the agency group.
  21. Check the Issue Commission Payments Electronically checkbox, if the agency group will issue payments electronically. Continue to step 22 if the agency group will issue commission payments electronically. If the agency group won’t issue commission payments electronically, move to step 23.
  22. In the Financial Account dropdown list, select the account that commission payments will be issued from. If the only option is –No Commission Payment Method Selected!–, you must first add account information. See Payments to add account information.
  23. When you are finished entering information, select Save. A Save Completed pop-up window will open. If you select Cancel, BriteCore won’t save the information entered.

Usage considerations

In the Policies table, you can view all policies in which the contact is linked through an agency member of the agency group. When you select a policy from the table, BriteCore will direct you to the Revisions tab of the policy you selected.

In the Claims table, you can view the claims in which the contact is linked through an agency member of the agency group. When you select a claim from the table, BriteCore will direct you to the Information tab of the claim you selected.