Agency Management

Agency Management allows you to to configure a multiple level Agency structure that is specific to the requirements of the Business operation and the Line of Business rules that apply at each level.


User Guide

Detailed instructions for using Agency Management.

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Feature Highlights


What the Agency Management is, how it works, and what are its uses.

Adding Entities

Learn how to add different entity types and establish the linkage between them.

Organizational Chart

Visualize the Set Up in a form of an organizational chart, in order to have a better overview.