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Insurance > Managing Insurance > Process of Recruiting and Establishing Agent-Broker Relationships

Process of Recruiting and Establishing Agent-Broker Relationships

Setting up agent-broker relationships includes the planning and execution of marketing campaigns that are targeted at potential agents, as well as setting up new agents.

To recruit new agents and set up agent-broker relationships, perform the following tasks:

1. Create a campaign record, see Creating Records and Campaign Fields.
2. Associate potential agents with a campaign, see Targeting Contacts for Campaigns.
3. Execute the marketing campaign, see Process of Handling Campaigns.
4. Manage applications from agents and approve new agents.
5. Set up the new approved agents, see Creating Records and Partner Fields.