Sub-agents
In one record.
Property type
General agency for insurance and financial advisors
Businesses in Leeds, Glasgow, Edinburgh, Bristol and Cardiff get the same fixed-scope approach and a named contact who replies within a working day. For general agencies and network structures, sub-agents, portfolio and commission split are monitored centrally. Each agent’s permissions are separate.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
Transparency in a network
The head office sees each sub-agent’s portfolio, new business and commission share, while a sub-agent accesses only their own clients. Commission rules are defined per agent and product and the monthly statement is prepared automatically.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
Commission contracts and liability split depend on the agency network agreement; the network defines the calculation rule.
Frequently asked questions
Can a client be transferred between agents?
Yes; a transfer is made with an authorised person’s approval and logged.
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