Insurance > Managing Insurance > Process of Managing Agent-Broker Relationships
Process of Managing Agent-Broker Relationships
Managing agent-broker relationships involves communicating with agents and monitoring agent-broker relationships, updating information about agent demographics, monitoring credentials, book maintenance, and so on.
To manage agent-broker relationships, perform the following tasks:
- Update information about agents and agencies, see Updating Record Details.
- Monitor credentials for agents and agencies, see Managing Partner Accounts.
- Manage the business plan, see Managing Business Plans.
- Monitor the opportunities and service requests from agents and agencies, see Managing Opportunities and Managing Service Requests.
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