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Setting Up Branch and Corporate Structures

Organizing agencies into corporate hierarchies helps you manage complex distribution relationships. This guide shows you how to link subsidiaries, branches, and parent companies to reflect real-world organizational structures.

Read the step-by-step guide below or check out the video walkthrough. 

Understanding Branch Relationships

Branch structures in Turris allow you to:

  • Connect subsidiaries to parent companies
  • Link branch offices to main agencies
  • Maintain organizational hierarchies
  • Group related entities together
  • Track corporate relationships

Common Scenarios

You'll typically use this feature when:

  • A subsidiary joins before their parent company
  • Multiple branch offices operate under one agency
  • Corporate restructuring occurs
  • You need to track ownership relationships
  • Commission structures follow corporate hierarchies

Step-by-Step Setup Process

Step 1: Access the Branch Setting

  1. Navigate to the agency you want to designate as a branch
  2. Locate the branch/corporate structure settings
  3. Click to edit the relationship

Step 2: Designate as Branch

  1. Select the option to set this agency as a branch
  2. The system will prompt you to choose a parent
  3. This converts the agency from standalone to branch status

Step 3: Select Parent Organization

  1. A list of available agencies appears
  2. Search or scroll to find the parent company
  3. Select the appropriate parent organization
  4. Example: "York" as the parent company

Step 4: Set Branch Identifier

  1. Assign a branch ID if required
  2. This helps differentiate multiple branches
  3. Use consistent naming conventions
  4. Save the relationship

Managing Existing Relationships

Viewing Current Structure

  • Parent agencies show their branches
  • Branch agencies display their parent
  • Navigate between related entities easily
  • See the full organizational tree

Modifying Relationships

You can change relationships anytime:

  1. Access the branch settings
  2. Select a different parent
  3. Or remove the branch designation
  4. Save changes to update the structure

Unaffiliating Agencies

To remove a branch relationship:

  1. Navigate to branch settings
  2. Select "Remove affiliation" or "Make standalone"
  3. Confirm the change
  4. Agency returns to independent status

Current Functionality

The branch feature currently focuses on:

  • Organizational charts: Reflecting corporate structures
  • Compliance grouping: Managing related entities together
  • Hierarchical relationships: Parent-child connections
  • Visual organization: Seeing relationships at a glance

Future Enhancements

Turris is developing additional grouping capabilities:

Commission Structures

  • Group agencies by commission arrangements
  • Apply bulk commission changes
  • Track payment hierarchies

Product Distribution

  • Group agencies by product access
  • Launch products to specific groups
  • Manage market segments

Custom Groupings

  • Create your own grouping logic
  • Multiple group memberships
  • Flexible categorization

As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.