Get started!

Here is the list of required information that we have assembled to help you for starting AGEman. If you have this information at hand, it will be easier for our technicians to customer service to assist you with the initial setup.

Creation of the insurers (from default setting list)

List of insurers you are doing business with

  • Postal addresses for mailing labels
  • Email addresses

List of agency’s override

Creation of sales objectives for each insurer

Validation of existing products and commissions’ grid

Creation of the missing insurers (on default setting list)

List of insurers you are doing business with

  • Postal addresses for mailing labels
  • Email addresses

List of agency’s override for each insurer

Creation of sales objectives for each insurer

Creation of products and commissions’ grid

Creation of annualizing factors

Creation of authorized users/group of authorized users

List of authorized users of AGEman

  • Last Name, First Name
  • Email Address
  • User Name/Password (desired)
  • Department

Creation of users group

  • Creation of rights
  • Assignement of users to group users

Validation of task templates

Setup of delay’s reminders

English / French

Modifications/addition of task templates

Validation of email templates

Creation of personalized signature

Modification default fonts

Validation of types of documents

Modification / addition of types of documents

Creation of producers

Key informations

Email addresse

Creation of sales objectives for each insurer/global

Status

License

E & O Insurance

Creation of agreement for each insurer

  • Compensation
  • Producer code for each insurer

Creation of the user/producer for the portal

  • Access rights and limitations

Liste of paramedical providers that you deal with