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 theBroker 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

ManagingBrokers & 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 AgentsFrom The Organization• From the Contacts tab add a contact record• First name, Last name and Email Address are required• Optionally, configure other contact fields

• Use Create Portal Users link

Creating Broker Agentsfrom the Broker Portal• Primary Agents can add new Agents• From Broker Portal• Click “Agents” on TOC• Click “Add” button• Complete First, Last, and Email.

• 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