Sub-agents
In one record.
Property type
General agency for insurance and financial advisors
Many Saudi teams work Sunday to Thursday, and scheduling, reminders and reports follow that week. 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
- SAR, VAT and local levies
- Data protection under PDPL
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.
Saudi 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.
Related topics
Commission tracking
Commission tracking for insurance and financial advisors in Saudi Arabia: commission per policy and expected income. SAR quote with 15% VAT, Arabic and English.
Learn moreReports
Reports for insurance and financial advisors in Saudi Arabia: portfolio breakdown and income summary. SAR quote with 15% VAT, Arabic and English.
Learn morePolicy management
Policy management for insurance and financial advisors in Saudi Arabia: insurer and product and premium and payment frequency. SAR quote with 15% VAT, Arabic and English.
Learn more