A sub-agent hierarchy lets you build a tiered reporting structure for your sub-agents, so commission splits roll up through the right chain automatically. Here's how to build one and assign it to a case's commission split.

In this video:

• Start a new hierarchy from Sub-Agents > Hierarchies > New Hierarchy
• Set each tier's sub-agent, product type, commission rate type and commission split
• Add a tier that reports to the one above it, then save the hierarchy
• Apply the hierarchy to a case from Split > Manage Split Settings with Assign based on Hierarchy

Prefer to read? See NextCommission: Building a Sub-Agent Hierarchy.

If you have questions, please reach out to our support team.

Watch how to have NextAgency add a sub-agent's split to a case automatically whenever an imported commission statement names them.

In this video:

• Turning on Auto-Apply Split on a sub-agent's split schedule
• Adding the sub-agent's NPN on their Licenses tab
• Mapping the Sub-Agent Name and Sub-Agent NPN columns on a commission import
• Finding the Auto-Applied split on the case

Prefer to read? See NextCommission: Auto-Applying Sub-Agent Splits.

If you have questions, please reach out to our support team.

Watch how to manage the commission splits already assigned to a sub-agent from their Assigned Splits tab: end a split, change its terms, hand it to another sub-agent, or remove it.

In this video:

• Find a sub-agent's splits on their Assigned Splits tab
• Terminate a split by setting its termination date
• Update Split to change a split's terms from a switch date
• Replace Sub-Agent when someone else takes over, including what to do with Auto-Apply rules
• Remove a sub-agent from a case without a replacement

Prefer to read? See NextCommission: Managing a Sub-Agent's Assigned Splits.

If you have questions, please reach out to our support team.

Watch how to give a sub-agent their own login and share their commission statements with it, so you don't have to email statements one by one.

In this video:

• Adding External User seats from Manage Seats
• Creating an External View user linked to a sub-agent
• Sharing a Sub-Agents Statements report with external users
• What the external user sees when they log in

Prefer to read? See NextCommission: Sharing Commission Statements with External Users.

If you have questions, please reach out to our support team.

In this video, you'll see just how easy it is to manage your sub-agents, especially when you're tracking commissions.

Need more help? Please contact our support team.

In NextAgency we call downstream agents sub-agents. When you need to share compensation you receive with these sub-agents, you can set up a schedule. This enables you to see what sub-agents are producing, what they're owed, and the cases they tend to sell. You can even generate commission statements. Here's how to set-up the splits that get this done.

Need more help? Please contact our support team.