Visualizing Agency License Status and Product Authorization/Appointments
Visual representations of licensing data provide quick insights into your distribution network's coverage and compliance status. These map views complement the detailed license information, offering an at-a-glance understanding of where your agencies and agents can operate.
Read the step-by-step guide below or check out the video walkthrough.
Accessing the Visualization Tools
Navigate to Map Views
- Access a specific agency record in the Agencies tab.
- Scroll down on the Overview tab for map views
- Multiple views are available for different perspectives
Agency License Visualization by Product
Understanding the Product View
This view displays:
- Geographic Coverage: Visual map showing licensed states
- Product-Specific Data: Separate views for each product
- License Status: Clear indicators of where agencies are licensed
- Coverage Gaps: Easily identify unlicensed territories
As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.