After your agents have successfully registered in MPCRM via your Invitation Links, they will be visible from your agency platform in your hierarchy. Once of the key components for the Agency-Agent relationship is the establishment of contracts on the Agent Profile.

From your Agency Platform click the "Agents" page in your navigation bar, then click on a name of a particular agent in your hierarchy to access their profile page.

On the Agent Profile page locate and click the Contracts icon near the bottom left corner of screen.
If your agent already has policies in their CRM then you should see those companies listed in red, this means they are ready to be edited.

Adding/editing Contracts

If there are established contracts already listed, simply click on the company to enable editing.
If you need to add a new contract or there are none listed, click the little + icon at the top right of that section and select the appropriate company from the dropdown.

Agency Setup Guide

Getting Started