Overview

This help page describes a content link accessible when viewing an agency record. The tool allows users to "manage communication preferences, important dates, set membership, user assignment and other information."

Key Features

The content link includes fields for:

• MDRT Goal: Tracks goals related to Million Dollar Round Table membership
• Min. Check Amt($): Overrides office-level settings for individual agency commission check thresholds
• House Account: Designates agencies at the top of commission hierarchies to receive gross commissions
• Alphakey, AlphaNum1/2: Customizable fields for tracking additional agency data with editable field labels

Special Note

Users with Production Dashboard licensing see a modified layout. The page references that much content mirrors the business Additional Detail content link, with the fields above being agency-specific additions.