Main Content

Purpose: This help page explains a content link feature available when viewing advisor or agency information in SmartOffice.

Key Points

The page describes a specialized content link that allows users to access electronically loaded carrier commission data. According to the documentation, this feature "displays only for users who have the SmartCommissions – Carrier Interface license enabled on their user accounts."

Access Requirements

• Users must be viewing an advisor or agency record
• The SmartCommissions – Carrier Interface license must be enabled on the user's account
• This is categorized as a content link feature within the application

Related Information

The page references several connected topics:

• How to view and edit advisor/agency information
• Explanation of tabs and content links
• User accounts management
• SmartCommissions - Carrier Interface (detailed documentation)