Organization to Organization Transfer

This feature is intended to be used for a “master” agency using MVP who has a “sub-agency”, who also uses MVP, that are needing households (leads, prospects, or customers) transferred to them.

Ex: A district office with an MVP account purchasing leads for an agent with their own MVP account. The district office will then be able to disburse the leads they are purchasing for their agents directly to their agent’s MVP account.

How a master agency invites a sub-agency:

Org owner of the master agency will click their name at the top right in MVP and go to the Account Information page

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In the Sub-Agencies section you will enter in the email of the account owner of the sub-agency you are wanting to invite to your account, then click Invite Sub-Agency

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The owner of the sub-agency will then receive an email invitation to link their account to a master account.

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Once the sub-agency owner accepts the invitation and links the account, the master agency owner will receive an email confirming the acceptance to be a sub-agency under the master account. 

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Once the invitation has been accepted, the sub agency will appear in the Sub-Agencies section on the Account Information page

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How to distribute leads manually from a master agency to a sub-agency:

From any call view page, choose the Update Multiple Households option. Select the households you want to assign to a sub-agency and click the Transfer to Sub-Agency option

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From the drop down, choose which one of your linked sub-agencies you would like to transfer the selected households to. 

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Then, you will have two options:

  1. Transfer the selected households to the sub-agency’s owner (the owner will then decide what to do with the household)
  2. Distribute the selected households evenly amongst the staff at the chosen sub-agency

Lastly, click the Transfer Households button.

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Now these households will be transferred and the chosen sub-agency will see these households on their call view page. 

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How to distribute leads automatically through a workflow from a master agency to a sub-agency:

First, you will need to create an API workflow. On your workflows page click Create API Workflow.

See more on creating an API Workflow here.

Give your workflow a name (ex: Everquote) and choose your Lead Source (ex: Everquote). 

* Remember you can only have one workflow per lead source

 

Under Notification Settings, choose Automatically Distribute Leads Evenly, then choose the Distribute Leads to Sub-Agencies option

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Select which connected sub-agencies you would like to distribute these leads to

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NOTE: When distributing leads to sub-agencies, all actions and settings will follow any API workflows those agencies have defined for this lead source. 

Lastly, Save Workflow 

 

Lead Transfer Dashboard

You can view a list of households you have transferred to a subagency from the Lead Transfer Dashboard.
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You can filter by the specific organization you have transferred leads to.
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You can view the household details as well as what sales stage its currently in, when it was transferred, and which agency you transferred it to.


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