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Creating Entities
Entities can be created from a contact's page or imported from an AIP. When importing an entity from an AIP on the Contact Sync page under Agency Admin, you'll select the primary contact they're associated with (which must exist in AgencyRoot prior to adding the entity from the AIP).An individual contact's access permissions control access to entities they are associated with. An agency employee with access to John Doe will also have access to Doe & Doe, Inc.
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NOTE: Linking contacts to entities will give the contact user access to the entity’s policy information in the producer dashboard if there is a user associated to the contact. |
Linking Contacts
Similar to entities, an option exists to link individuals together for purposes like Landlord/Tenant situations, or maybe a son or daughter has POA for their father's individual policies. These do not need to be any formal legal relationship, this is just for your agency to better manage the policies together. Linking these together will allow you to manage all communications and policies from one contact page.
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NOTE: Linking contacts to other contacts will give either contact user access to the other contact’s policy information in the producer dashboard if there is a User associated to the contact. |
Contact & Entity Relationship Types
In addition to linking a contact to a contact, or a contact to an entity, one or more optional relationship types can be added. Examples include Landlord, Power of Attorney, or custom types like ‘Referral Source’. Relationship Types can be managed from Agency Admin > Data Entry & Processes > Relationship Types.
Below is the Contact Training Video for more details:
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