Create a Case for an Agent
If you are a Marketer or Admin, the workflow is very similar. You can create a new client directly from the CRM dashboard on behalf of a producer.
- Open the ☰ menu from the main dashboard
- Go to Client Management System → Clients https://app.annuitiesgenius.com/crm/clients
- Please click Create Client
- Enter the client information
- When you reach the section titled “For Other Produder,” toggle the button on.
You have two options for managing report creation for a producer:
If you select a team, this is the agent’s case; however, you can access it and help manage it.
If you select External
- The reports/documents will display that agent’s branding information.
- Things like the agent’s name, logo, NPN, contact info, or firm branding may appear on generated
- Reports.
- Even if another person creates or works on the case internally, the final output is branded as belonging to the external agent. You can also generate a report to establish this.
Note: If you forgot to complete the external agent information or need to make adjustments later, you can always edit the client directly and apply the changes there. You can also go to Recent Clients, locate the appropriate client, and select Edit Client to manage the information.
Once updated, please make sure the report details include the correct agent name and NPN for proper report branding.
Once this information has been added, you can begin generating reports and using the available tools. The proper agent information will automatically appear on reports based on the communication type you select whether you are sharing a case, collaborating internally, or simply generating a report on behalf of the producer using their branding and producer information.
If you have questions, please reach out to Customer Support at help@annuitiesgenius.com, use the blue chat bubble inside the platform, or call us at 949-600-7707.