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Hierarchy Management
Efficiently manage hierarchy downlines across your distribution network
Using manual spreadsheets, siloed data and legacy technology to manage hierarchies can create all kinds of complexity. This can lead to compliance errors, incorrect commission payments and slower onboarding – and ultimately, hampered growth and scalability.
AgentSync Hierarchy Management trades chaos for clarity, accuracy and simplicity. It provides a centralized source of truth for your distribution relationships, so you can ensure hierarchies are in-step with new appointments and easily manage regular shifts within distribution channels. That way you know that your organization is always audit-ready, your commissions are always accurate, and your teams are always empowered
to scale.
Highlights
AgentSync Hierarchy Management helps reduce complexity and drive confidence by ensuring:
Audit-Ready Compliance:
Maintain comprehensive historical records with effective-dated audit logs.
Commission Accuracy:
Real-time hierarchy data that provides the foundation for accurate producer incentive compensation.
Unified Data Management:
Integrate licensing, contracting and hierarchy management into one seamless solution.
No Onboarding Delays:
Automated workflows streamline hierarchy updates, drastically reducing onboarding time from weeks to days.
Read More
Dig deeper on hierarchy management — and how you can improve yours — with our 2-part blog series.