Will from Fenergo provides an overview of some recent enhancements to the Agency Feature. We've added a new tab to the EPP for Agent entities to display their associated Underlying Principals with nested products - this will replace the 'Agency Products' tab for a better user experience. The Managed Relationship Entity Profile is now easier to navigate and configurable to display MR specific data.
Release Notes
Agency Recent Enhancements - Underlying Principals tab and MR EPP
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.