LeadCenter offers innovative features for financial advisory companies to streamline their daily operations. These features include setting up insurance products, insurance companies, product types, and much more.

Let’s see how you can configure these settings:

Step-by-step instructions

To configure Insurance Products for your account, follow these steps:

1. Log into your LeadCenter account.
2. Click on Setup in the navigation sidebar on the left.
3. Navigate to the Insurance Products tab.
4. Go on to configure insurance products as required.

Configuring Insurance wholesale providers

1. Click on Insurance wholesale providers in the Insurance Products tab.
2. Click Add New Wholesale Provider button on the right side.
3. Write the name of the required wholesaler in the Name field.
4. Click Save to proceed or Cancel to go back.

Configuring Insurance companies

1. Click on Insurance companies in the Insurance Products tab.
2. Click Add New Insurance Company button on the right side.
3. Write the name of the required insurance company in the Name field. Note: This field is mandatory.
4. You can use the already configured information for the Select wholesale provider field.
5. Click Save to proceed or Cancel to go back.

Configuring Insurance product types

1. Click on Insurance product types in the Insurance Products tab.
2. Click Add New Insurance Product Type button on the right side.
3. Write the name of the required insurance product type in the Name field.
4. Click Save to proceed or Cancel to go back.

Configuring Insurance products

1. Click on Insurance products in the Insurance Products tab.
2. Click Add New Insurance Product button on the right side.
3. Write the name of the required insurance product in the Name field. Note: This field is mandatory.
4. You can use the already configured information for the Select insurance product type and Select insurance company fields.
5. Click Save to proceed or Cancel to go back.

Configuring Insurance product commissions

1. Click on Insurance product commissions in the Insurance Products tab.
2. Click Add new Insurance Product Commission button on the right side.
3. Go on to fill out the relevant information in the following fields:
   1. You can use the already configured information for the Select insurance product field.
   2. Set up the age ranges for Age range start and Age range end fields.
   3. Set up the street-level commission for the insurance product in the Street level commission field.
4. Click Save to proceed or Cancel to go back.