In the realm of agency management, particularly when dealing with downline LOA (Licensed Only Agents) agents, it is crucial to establish effective automation strategies. This document outlines key considerations for setting up automations to ensure seamless communication with clients while avoiding redundancy.

When an agency has downline LOA agents, it is essential to recognize the potential for overlapping automations. For instance, consider a scenario where both a downline LOA agent and a top-level agent have set up birthday email automations for their clients. By default, both automations will trigger simultaneously, resulting in clients receiving two birthday emails—one from the LOA agent and another from the top-level agent.

To prevent this redundancy, top-level agents have the option to toggle the "Can be Overridden" setting on their automations. When this setting is enabled, the automation process changes significantly:

• If a client has a birthday that falls under the control of the LOA agent, they will receive a single email from the LOA agent, effectively overriding the top-level agent's automation.

• Conversely, if a client's birthday does not fall under the LOA's control, the client will receive an email from the top-level agent.

It is imperative for top-level agents to coordinate their automation strategies with their downline LOA agents. This collaboration ensures that the desired workflow is achieved without unnecessary duplication of efforts.

Using the previous example, if the goal is to send birthday emails exclusively from the top-level agent, it is advisable for the downline LOA agent to refrain from setting up a similar automation. This approach will streamline communication and enhance the client experience.

In conclusion, effective management of automations between top-level agents and downline LOA agents is vital for maintaining a professional and efficient workflow. By understanding and implementing the appropriate settings, agencies can ensure that their clients receive timely and relevant communications without confusion.