How to Create an Affiliate

1. Select the Accounts tab 

2. Click + New Account  

3. Fill in applicable fields - Name and Type are required to Save  

4. Create a Lead Source for this Affiliate 

i. Click the Marketing Tab > Lead Sources 

ii. Click the Green + icon to Add New Lead Source 

iii. Enter Name 

iv. Select the List Provider  

v. Affiliate Sharing- Select any other Affiliates that will share information  

vi. Make sure the Active Box is checked 

vii. Click Save 

5. To create a Campaign for this Affiliate 

i. Click the Marketing Tab > Campaigns  

ii. Click the Green + Icon to Add New Campaign 

iii. Enter Name 

iv. Select Affiliate from dropdown 

v. Select Type (referral, mail, radio, etc) 

vi. Leave Active Box checked 

vii. Viewable for New Leads- Check box to make Campaign available when users search for leads 

viii. Select a Lead Source from the dropdown 

ix. Click Save 

6. Go to the Accounts Tab   

7. Click All Accounts tab   

8. Double Click on the new Affiliate you’ve created 

9. Click the Affiliate Settings tab  

a) Users Markup (not required)- Allows you to set a specific markup amount to be added to all contracts sold under this Affiliate 

b) CC Processor (required to process payments)- The default payment processor for all credit card transactions 

c) Send Welcome & Dec From- Check box if you would like the fulfillment booklet sent from the Affiliate you are creating and NOT the Parent Company 

d) Send Finance From- Check box if you would like the finance information sent from the Affiliate you are creating and NOT the Parent Company 

e) Display Logo for “Buy Now” page (not required)- Refers to the Quote Summary emails that are sent by users to a client. If you wish to have a logo for this Affiliate displayed on this email, select a logo from the dropdown menu 

f) Generic Campaign- This is the campaign leads will be assigned to 

g) ACH Processor- The default payment processor for all ACH transactions 

h) Default Rate Filter Set (not required)- Use drop down to select a specific Rate Filter 

i) Default Finance Program- The default Finance Company assigned to all sold policies in this Affiliate 

j) Parent Account- The Parent Company for this Affiliate 

k) Priority Products (not required)- Set the priority level for specific products  

1. You will need to create users and assign them to the Affiliate in their User profile 

a) Go to Setup > Users > Add New User > Add Credentials > Select Affiliate from dropdown 

2. Coverages need to be turned on for the Affiliate 

a) Go to Setup > Manage Rates > States and Markups  

b) Select your Affiliate 

c) Choose the Administrator from the dropdown 

d) Select Product 

e) Select Coverage 

f) Move applicable states from Available States column to Selected States column using the arrows  

g) Set any applicable Markups and click Save