Adding Team Members and Setting Up Relationship Routing in Better Agency

Efficiently managing your team and routing relationships in Better Agency ensures your workflows are organized and effective. Here’s a comprehensive guide to get your team set up, assign roles, and configure routing rules for optimal productivity.

Video Walkthrough:

1. Add Team Members to Your Account

1. Navigate to Manage Users:
   • Click your name in the upper-right corner and select Manage Users.
2. Add a User:
   • Click Add User and fill out the required fields:
     • First Name
     • Last Name
     • Email Address
   • Assign a Role:
     • Producers: Limited to the sales pipeline.
     • CSRs: Access the service center and renewal pipeline.
   • Click Send Invitation. The user will receive an email to set their password and log in.

2. Customize Roles and Permissions

1. Access the Roles and Permission Tab:
   • Select a role and click the pencil icon to edit permissions.
2. Adjust Visibility:
   • Enable or disable access to specific features, such as:
     • Renewals
     • Service Pipeline
     • Sales Pipeline
     • Commissions
   • Ensure that permissions align with the user’s responsibilities.

3. Configure Relationship Routing

Relationship routing determines how tasks like cross-sells, renewals, and service requests are assigned.

1. Set Personal and Commercial Routing:
   • Split routing rules based on personal or commercial accounts.
2. Assign Service Ownership:
   • Define who services a policy after a sale:
     • Service Team: Assign to the broader team.
     • Direct Owner: Keep the original salesperson as the service contact.
     • Specific User: Manually assign the task.
3. Define Cross-Sell and Claims Routing:
   • Assign these tasks to specific teams (e.g., cross-sell team or renewal team).

4. Manage Team Assignments

1. Add Users to Teams:
   • Under the Team Tab, assign users to the appropriate team:
     • Sales Team: Distributes new leads.
     • Service Team: Handles ongoing customer needs.
   • Use the search function to locate and add team members.
2. Set Assignment Rules:
   • Adjust the weight distribution for task assignments:
     • For equal distribution, set weights to 1:1:1.
     • To prioritize certain team members, adjust weights accordingly (e.g., 3:1:1).
   • Remove team members as needed using the trash icon.

5. Final Steps and Support

• Verify that settings for personal and commercial accounts match your business needs.
• Reach out to Better Agency support via the chat bubble in the bottom-right corner if you have any questions.

Properly configuring team members and routing ensures a streamlined process for managing client relationships, improving team efficiency, and delivering exceptional customer service. Better Agency’s tools allow you to customize workflows to suit your agency's specific needs, empowering your team to succeed.