Agency Administration Service
The Agency Administration Service assists advisers in creating and maintaining agency accounts with product providers.
Manage requests such as:
- NEW Letters of Authority - this new service on Origo's Agency Administration service allows advisers to electronically and securely submit one Letter of Authority to multiple providers without the need for client signatures.
- Change of Address;
- Change of Bank Account;
- Request for Additional Agencies;
- Request for Agency Closures;
- Maintain Service Provider and Panel Membership;
- Transfer of Business and Novations.
All to multiple product providers at a time.
By submitting requests for changes to agency arrangements via the Agency Administration Service, you can streamline the process and improve communication with product providers.
Would you like more information about Agency Administration?
Simply complete the short form below and we'll be in touch.