Yes. Add a second Primary Representative row to the project team with its own percent. Both names then show in the Primary Rep column of the projects list.
Sales rep assignment for insurance jobs: who owns each claim, who found it, and who can change that
Sales rep assignment in CRM For Claims is a team on every project. One seat holds the rep who sells and services the job, a second seat records who found the customer, and any other roles you add sit below them with their own share.
Project TeamDrawn example, PO 7120
- Primary Representative always on Dana R. 10%
- Lead Originator always on Your company 0%
- Project Manager (a role you add) Marco T. 3%
Total 13% of the 100% a team may carry
The team every new project starts with
An admin sets the starting team once under Settings, Project Team Defaults. The screen says it plainly: every new project gets this team. Two rows are locked on it and cannot be removed. Below them you add positions from the roles your company uses, each with a commission percent and the bank account its commissions are paid from.
The percentages on a team are what commission tracking books against each approved invoice, so the team you set here decides who is paid on the job.
Two ways a job gets its rep
Most offices do both. A rep enters the homeowner they met at the door, or the office enters a call and passes it to whoever is free. The team fills in differently in each case.
The rep creates the project
For a rep who books their own appointments
- The Create New Project form opens with the default team already on it.
- The empty Primary Representative seat takes the name of the person creating the project.
- The Lead Originator takes the same name, because the rep found this customer too.
The office creates it and hands it over
For a coordinator who books calls for the sales team
- The coordinator picks the rep on the Primary Representative row before saving.
- With only the Change Primary Representative right, that is the one field they can change on the team.
- The Lead Originator follows the new rep while it was the same person, or you set it to your company when the call came from your own advertising.
Where the customer came from is a separate required field on the project, covered on lead source tracking.
Who can open the job once it is assigned
A rep does not need to see every claim in the company. Without the View All Projects right, the projects list shows a person only the jobs they have a reason to work on, and the Primary Rep column is hidden from them. There are four ways in.
View All Projects
An owner or manager with this right sees every project of the company and the Primary Rep column.
A seat on the team
Anyone named on the project team, in any role, can open that project.
An open task
With the right to see projects that have an open task for them, a person can open a job where work is waiting on them.
They created it
The person who created a project can always open it again.
A manager can narrow the list with the filter Show user's projects, which lists every job where that person holds any seat on the team.
When the rep on a job changes
Open tasks of Dana R. on this projectDrawn example after the Primary Representative changed to Ken L.
- Call homeowner with the adjuster dateDue Thursday
- Upload the signed contractDue Friday
- Collect the deductible at the walkthroughLeft with Dana
Only ticked tasks move. Completed tasks are not offered.
Reassigned 2 open task(s) from Dana R. to Ken L.
Reps leave, take time off or split a storm territory. When the Primary Representative of a project changes, the CRM lists the old rep's open tasks on that project with a box beside each one. Every box starts ticked, and you untick the ones the old rep should keep.
Only the tasks still ticked move to the new rep, and the move is written to the project's log with both names. A claim manager who follows stalled files will find the same handover on the page for claim managers.
Five rights, so each person changes only their part
Team rights are set per user under their permissions. They stack: an office coordinator can hand jobs to reps without being able to touch anyone's percent, and only the owner edits the money. They sit with the rest of roles and permissions.
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WP39-A10
View Project Team
Shows the Project Team block in the project sidebar and in the create and edit forms.
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WP39-A14
Change Primary Representative
Lets the person pick the rep on the Primary Representative row and nothing else on the team.
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WP39-A11
Assign Project Team Users
Changes who sits in every existing seat, without touching percents or adding seats.
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WP39-A12
Add/Remove Project Team Positions
Adds or removes rows and changes their roles. Percents stay locked without the next right.
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WP39-A13
Edit Project Team Commission %
Changes the percent on each position of a project.
What the team will not save
A team that pays the wrong person is hard to undo after the invoices go out, so the save stops and says which row is wrong.
has no user. Choose a user or delete this position.
A seat with a percent but nobody in it is refused.
has no commission %. Enter it, or 0 if there is no commission.
Every seat states its share, even when the share is zero.
only the Lead Originator can be the company itself
Your company can be the finder of a customer. It cannot be the rep or hold any other seat.
A person from another company account cannot be picked for any seat, and the total of all seats on one team cannot pass 100%.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
The Primary Representative sells the job and keeps the customer updated. The Lead Originator is who found the customer. It is the same person unless you pick someone else, or your company itself.
Yes. Leave View All Projects off for that user. They then see the projects where they hold a seat on the team, the projects they created, and, with that right, projects with an open task for them.
Yes. Give the coordinator Change Primary Representative only. They can pick the rep on a project and cannot change any percent or any other seat.