Enabling Scalable Agent Operations Through a Centralized Platform
Learn how Global MLM Solution helped GP Agency bring structure and clarity to agent networks, commissions, and payouts through a centralized platform.
Meet GP Agency
An Insurance Agency Built on a Multilevel Agent Network
GP Agency is an MLM insurance company that works closely with 50 top-rated carriers. It offers a broad portfolio of life insurance, annuities, long-term care, and disability products, while supporting a multi-level network of agents and partners.
Project Scope: Designing and integrating a new MLM platform within a limited timeline. This included data migration and restoring essential admin and agent functionality to ensure business continuity.
Integrations
Challenge vs Solution
From Operation Risk to Structured Control
When GP Agency’s platform support was discontinued, operations faced immediate risk. Global MLM Solution designed a structured replacement strategy to restore stability, protect data, and support scalable growth.
Before: Operational Risk
Platform Support Discontinued
The existing provider stopped support with limited notice. This puts the client’s daily operations at risk.
Data migration risk
The client needed assurance that user records and business files would move securely without loss or operational disruption.
Reliance on Familiar Workflows
The admin team and producers were accustomed to existing dashboard layouts. The client requested a similar structure in the new platform to ensure a smooth transition without re-training.
Need for Clear Role-Based Access Control
The client wanted clearly defined access levels across agent roles and hierarchy. They also required referral permissions to follow strict rank-based rules.
Manual and Unstructured Compliance Handling
The client needed a clearer way to manage licenses and required documents across producers. Currently, this process is done manually, which makes compliance difficult and time-consuming.
Need for Structured Lead and Support Management
The client wanted a more organized way to manage leads and support tickets. Existing processes lacked centralized tracking and visibility.
After: Unified and Controlled Operations
Rapid Platform Replacement Plan
The Global MLM Software team created a focused 15-20 day replacement strategy to ensure uninterrupted business continuity.
Structured and Secure Data Migration
The team defined a controlled migration process to transfer all user records and documents accurately. They validated the data before go-live to ensure continuity and prevent disruption.
Recreated Dashboards Experience
The team replicated the previous dashboard layout and core workflows, allowing users to continue working with minimal disruption.
Defined Role and Access Structure
The team mapped structured access levels based on hierarchy. They also created role-based referral links to ensure agents could only refer within permitted levels.
Streamlines Compliance and Document Controls
The team designed license and document management features with toggle-based controls. Admins could manage access and compliance directly from the dashboard with ease.
HubSpot Integration
The team integrated the platform with HubSpot to sync support tickets and lead statuses. This created a structured and transparent lead management flow.
Enhancements
Additional Platform Requirements
Apart from setting up a new platform, the client asked for the implementation of additional features that would enhance the platform. These included:
Structured Producer Registrations
The client wanted a simpler registration process with support for detailed forms and multiple document uploads per producer. Admins should also be provided with an option to upload documents manually when they are submitted in person.
Flexible Account Activation
Generally, producer dashboards were activated after email verification. However, the team also had to provide an option where the admin manually activated the account when needed.
License and Document Controls
Admins could grant or restrict access to licenses and required documents for specific producers using simple toggle controls. There was also a separate resource section where documents related to insurance and pipelines were placed, with toggle-based access.
Lead Generation Process
Leads generated through the dashboard were integrated with an option to schedule a meeting with the marketing director. Also, all leads were synced to HubSpot for resolutions.
Role-Based Hierarchy and Referrals
A dedicated dashboard tab allowed admins to monitor Master General Agent activity. Referral links were role-based and customizable, with each rank permitted to refer only agents in lower levels
Insurance Estimation Tool
The Global MLM Team also planned to integrate a custom tool for enterprises seeking insurance for their employees. The tool offered an estimated insurance amount based on the company size, number of employees, and average salary per employee for the selected insurance product.
Strategy & Execution
Bringing the Platform to Life
After finalizing the steps, the Global MLM Solution team moved quickly into execution. The focus stayed on accuracy, stability, and meeting the tight delivery timeline.
Dashboard Design and Alignment
The admin and member dashboards had to match the existing layouts. The team also activated every menu and feature within the dashboard.
Building the Registration Flow
The team built a structured registration process. It supported detailed forms and manual document uploads as well, wherever required.
Implementing Document Handling using Toggles
The document access and storage controls were implemented using toggle-based permissions. This allowed the admins to manage visibility and compliance requirements with ease.
Configurable Compliance Status Tracking
Clear compliance status indicators were implemented to help admins quickly identify missing documents or approvals without manual checks.
HubSpot Integration and Lead Sync
The team enabled opportunity creation and synced it with HubSpot. Lead statuses got updated consistently across both systems.
Feedback and Go-Live
At the final stage, client feedback was incorporated into the final reviews. After validation, the platform was taken live to support active operations.
The Results
Stable Operations and Improved Controls
The new platform enabled GP Agency to transition smoothly from the discontinued platform while maintaining day-to-day operations:
Zero Operational Downtime
The platform went live without disrupting active agent or admin workflows.
Faster Onboarding and Compliance Handling
Structured registration and document controls reduced delays and manual effort.
Improved Visibility Across Agent Operations
Admins gained clearer insights into activity, performance, and lead status.
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