How non-agent member will be registered/added?

Current Agent Account Creation:

1. Register (require Reference Code) -> Email Verification -> Review Notification (to manager & above) -> Review (by one of manager & above) -> Agent -> New Agent Notifications (to manager & above)

2. Add (by Agent Manager) -> New Agent Notifications (to manager & above)

Member vs Agent

• Agent Id? Yes
• Manager? Yes
• Rate? Yes (default 50)

The process of making a non-agent member agent

1. Additional checkbox in Agent Review form

2. Additional checkbox in Add Agent form

3. (View Associate, by Director - check rate change authority)

Landing pages

For all registered users: /news- news, events, announcements

Agents: /My

Agent Managers: /Manager/Agent

Accountants: /Accountant/Policy

Member: instructions on how to prepare the exam and get contracted; need content

News/Announcements

Who can post new news/announcements? - partners

Resources (forms, training materials, class schedule etc.)

Links to Google Drive

What resources can be accessed by non-agent members?

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