Robinson & Robinson: Product Overview: Agent Management

By: Robinson & Robinson  09-12-2011

Agent Management tool

  • Agent's First / Last names / Salutation
  • Company / Trade Name
  • Agent's full address including country / work phone / cell phone / other phone / fax / e-mail address
  • A checkbox indicating if there is an agency agreement in place between the Agent and the Institution. Generally relatives will not have an Agency Agreement, hence no money is payable to such relatives if the checkboxes are not checked.
  • Agency Agreement Start Date / End Date
  • Financial information on all students that are represented by the Agent, such as:
    • Student Name / Identification / Start Date / End Date
    • Tuition fee
    • Tuition paid
    • Commission due to the agent based on that agent's percentage
  • A list of transactions involving money for each agent showing:
    • Agent's invoice number
    • Type of transaction (Invoice or Payment) / Transaction date
    • Transaction amount
  • A summary section summarizing:
    • Total amount due to the Agent
    • Total tuition for all students from the Agent
    • Total number of students in the database represented by the Agent
    • Total number of new students (upon which the invoice is usually based)
  • Target Market Tracker:
    • Three Target Markets drop-down selectors to identify the geographical market in which the agent specializes
    • Facility to select a target market and list the agents that specialize in that market
  • Variable commission rates including sliding scale basis.

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Robinson & Robinson: Product Overview

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Robinson & Robinson: Full Product Line

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Robinson & Robinson: Product Overview: Post-Secondary / ESL Version

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