Network, agency, branch, producer. Every level sees its own book and rolls up to the one above it, on the same platform and the same record.
A producer sees their book. A branch sees its producers. An agency sees its branches. The network sees all of it. Same data, different altitude, no exports between them.
Roll-up reporting follows the same path as the book. See the producer, branch, agency, and network view without exporting four versions of the same report. The number at the top is always the same number underneath.
Roles are set at a level and inherited down it. Nobody has to remember to revoke a producer at one agency who moved to another.
Per-agency branding and white label, so a network can standardize the platform without making every member agency look like a franchise.
Commission splits do not belong in a separate file. Set the split once, keep it with the policy and the producer, and see what should be paid at each level. When a policy moves, the record carries the economics with it.
Track which producer is licensed where, and which agency holds which carrier appointment. When a state or an appointment lapses, you find out before a policy is written against it.
Bring a handful of your policies and a state you write in. We will walk through rating, the record, and the renewal list.
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