Agent Accounts
Moving an agent to a different upline agency
You can move a downline agent under a different agency by following the steps below Navigate to the agents profile page from the Agency Platform Click...
Managing Agent Accounts
This document provides a comprehensive guide on how to manage the subscription details of your downline agents from your agency settings page within t...
Inviting Agents into the CRM
In order to effectively utilize your agency platform, it is essential to have agents integrated into the system. This document outlines the steps to g...
Releasing an agent from your hierarchy
If you have an agent account in your hierarchy and you want to release them follow these steps. From the Agnecy Platform navigate to the "Agents" page...
Agent Contracts
This document provides a comprehensive guide on how to manage agent contracts within the MedicarePro CRM (MPCRM) platform. After agents have successfu...
Sharing Profile with Downline Agent
In the context of managing your agency with LOA (Licensed Only Agents) agents, it is essential to understand the ownership of data and the process for...
Community LOA Configuration
In the MedicareProCRM platform, sharing account information with your LOA (Licensed Organization Agent) agents can be streamlined through the Communit...