Top menu >> Agencies


Archiving an agency by no means removes or deletes the agency. By archiving an agency the agency will no longer show in the 'All' view of the Agencies page and will also be hidden in drop down menus (eg: agency reference field, add an adjustment, account transfer wizard etc..).


Commissions

  • An agency being archived does not affect commissions. 
  • All lists and reports not mentioned in this document include archived agencies. For example, commission run top agencies report. 


Agent users

  • Can logon as normal. 
  • Are still billed at the regular rate (when enabled). 
  • Do not see any indication that their agency is archived. 

How to Archive an Agency


Click View from the Agencies page. 




Click Archive




Click Unarchive to undo. 





The Built-in Archived view will list off all archived agencies.