What Can You Do in 3 Minutes?

What Can You Do in 3 Minutes?

Well, we know one thing you can do in 3 minutes…setup your Broker Backoffice account.  With our same-day setup you will be working in your new system in no time.

Once you subscribe to Broker Backoffice you will receive a setup email and you’re off to the races.   To accomplish a speedy setup there are a few key tips to help you along your way:

  1. Check for our welcome email for the setup wizard.
  2. Have your office and employee information readily available.
  3. Have a list of your agents and their contact information. (create in excel or export to excel)
  4. Have the list of Companies you work with.
  5. Know your comp structure.
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If you have this information, 90% of your setup will be done by completing the setup wizard.  All you will have to do from there is upload your agents and establish your comp grids.  We’ve made it easy on you for upload too.  Our mapping tool allows you to decide which fields on your excel file relate to the fields we have in Broker Backoffice.  Then you preview your upload and accept if you’re ready.  If you have a complex hierarchy we can help.  Our support team can assist in the best way to import your hierarchy.  The only thing you have left is your commission grids.  Don’t worry we are here to help and the grid setup is simple.  If you get stuck or need us to step in, we can speed up your setup time.


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