All agents and master agents must have a profile in Rev.io. The profile contains information such Parent Agent, Company Bill Profile, Company Information, Users and Contact Information and Commission Plan if applicable.

Agent Profile

  1. To create an Agent Profile, complete the following information.
    • Account Number – This field can be used to assign a custom account number to the agent. Rev.io will generate an agent ID if left blank.
    • Type – This field is a customizable list that can be used in reporting if desired.
    • Status – Used to activate or deactivate the agent.
    • Parent Agent – Select the parent agent if agent is a sub of a parent.
    • Commission Plan - Select the commission plan that should be associated with the agent.
    • Commission Trial Period - This field is no longer in use.
    • Reseller Type - This field is not required but information can be used for reporting purposes.
    • Reseller Customer ID - This field is not required but information can be used for reporting purposes.
    • Tax ID - This field is not required but information can be used for reporting purposes.
    • Language – Use this field to specify the agent's language of choice.
    • ACH Frequency - This field is no longer in use.
    • Company Bill Profile – Select a bill profile for the agent to designate only one bill profile for the agent's customers. This field is required when using the Rev.io reseller model. This creates the partition for each brand.

Company Information

  1. Next complete the Company Information section as applicable.
    • Company Name – This field can either house a company name or an agent's name. This is the identifier that will appear in the agent drop down list on the account.
    • Company Email – Store the company email address in this field.
    • Company Phone – Store the company phone number in this field.
    • Company Fax – Store the company fax number in this field.
    • Location Details – Store the location details of the company in this field if applicable.
    • Hours of Operations – Store the hours of operation in this field if applicable.

Primary Contact Information

  1. Complete the Primary Contact Information as applicable.
    • Type – Specify a contact type using the drop down list.
    • Name – This field can be used to capture the agent's name.
    • Phone – This field can be used to capture the agent's phone number.
    • Mobile – This field can be used to capture the agent's mobile number.
    • Fax – This field can be used to capture the agent's mobile number.
    • Email – This field can be used to capture the agent's mobile number.


Preferences:

General Options

Leave General Options settings as is unless otherwise instructed by Rev.io.

Packaging Filtering Options

Leave General Options settings as is unless otherwise instructed by Rev.io.

Commission Posting Options Override

Leave General Options settings as is unless otherwise instructed by Rev.io.

Custom Message on Customer Statement

Leave General Options settings as is unless otherwise instructed by Rev.io.


Agent User Accounts:

Agent Users associated with the profile will have access to all accounts assigned to the agent profile. If the agent profile is a parent then the Agent User will have access to all accounts at the parent level and below.

  1. To add an agent user account, select the user from the drop down list and click Add. Agents must be setup as users in order to appear in the user list.

Agent Address

  1. Complete the following Agent Address details.
    • First, MI, Last – Use these fields to store the agent's full name.
    • Company – Use this field to add the company name.
    • Address Line 1 – Use this field to add the company address.
    • Address Line 2 – Use this field to add the company address.
    • City, State, Zip – Use these fields to complete the company address.
    • Delivery Pt./Check Digit – Use these fields for additional address information.


  2. Once all fields are complete, click Add to create the Agent Profile.