Web links when you manage a distribution channel
As a wholesale broker managing a distribution channel, the web link you create is for an individual broker in your network.
Create a web link for your retail broker network
- Choose create web link from your menu
- Complete the questions presented
- Enter a web proposal link identifier you would like to use in your reporting
- Upload the broker's logo to the web link, if desired; doing so will brand the online application with their logo
- Lastly, provide the contact information of the broker/producer you would like to attach to that web link
Once saved, copy the web link and send it to your broker. Your broker can now provide their customers a branded online application form.
All new requests will be sent to you for quoting at which time you can assign your producer commission prior to forwarding the quote to the producing broker.
Quick tip! Your retail broker can complete the application or have the assured complete it. In either case, your prompt reply will be valued to help support business flow to you
Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.