Configuring the Broker Portal Tim Borntreger, Director of Client Services

Agenda The “Broker Portal” Workspace Configuring the Broker Portal Managing Brokers & Agents Questions

The “Broker Portal” Workspace

What is the Broker Portal? Its a special Workspace that resides in ClientSpace Its shared by all Brokers Secured so Agents can see only their RFPs Great way to capture leads Provides Agents with instant pricing Can be configured with workflow too Provide Agents to ad-hoc reports, merges, company documents, and even custom Dataforms

ePricing Console The ePricing Console is the main interface for Agents “e” is for Enhanced It’s the original Pricing Console re-designed with the Broker in mind Streamlined to see commonly used information in an easy to understand way Still uses the same familiar Client Master header Codes and State information can be edited quickly using the new Quick Edit dialog

ePricing Console Can optionally turn on rights to add additional WC Codes Plenty of security options to fit any PEO’s needs A new prospect workspace is created simply by entering a Company Legal Name and saving.

Accessing The Broker Portal THE AGENT Simply log in to ClientSpace using their own username and password Their user profile redirects them to the Broker Portal workspace automatically THE PEO Access from the Workspace Search dashboard. Only need to access for setting up and configuring the workspace.

Configuring the Broker Portal

It’s Already Turned On The Broker Portal is already turned on with the basic configuration already set. No one PEO uses it exactly like another, so some configuration is necessary. Special attention should be given to security configurations. Use the Broker_member and Broker_admin roles to manage security.

Default Information Setup How will new RFPs be assigned? Set the Assign Broker Deals to Sales Rep checkbox Or, set the Broker Manager field Set the Auto create Agent Sales Entity Record dropdown to Yes if managing commission records

Configuration Considerations Header Links Org Fields Dataforms Dataform Fields Quick Edit Always assume an Agent to test Generally, Agents will have similar access to Internal Sales Users

Managing Brokers & Agents

Creating a Broker Add a new Organization Company Name Assigned To = the person responsible for this Broker Relationship Status = “N/A” Category = “Broker” Optionally complete other Org fields

Creating Agents From The Organization From the Contacts tab add a contact record First name, Last name and Address are required Optionally, configure other contact fields Use Create Portal Users link

Creating Broker Agents from the Broker Portal Primary Agents can add new Agents From Broker Portal Click “Agents” on TOC Click “Add” button Complete First, Last, and . Hide the Agent link in the TOC to disable this feature.

Sales Entities Defaults / Commission Setup If using Sales Entities to manage commission details: Configure existing or add an Agent level record Optionally, add a Broker level record Profitability on the ePricing Console will show total External Commissions