Managing producers

Last updated: March 2, 2026

Overview

Managing producers in amplo ensures clear ownership, accurate commission tracking, and reliable production reporting. When producers are set up correctly, your team can attribute revenue accurately, maintain accountability, and gain clear visibility into performance across the book of business. There are two types of producers in amplo:

Primary Producers

Primary producers are the agents or brokers directly responsible for a client, account, or policy. They typically serve as the main point of contact for the insured and receive production credit for compensation and performance measurement.

Sub-Producers

Sub-producers are agents, brokers, or external partners who place business through your agency. Unlike primary producers, sub-producers are created as Account records and are not linked to user records.

Understanding the difference helps you maintain clean financial records and structured reporting.

Assign a Primary Producer

Before assigning a producer, an Employee Account must exist and be linked to the corresponding user record. For setup instructions, see:

Link the user record to the Employee Account

First, confirm that the user record is configured correctly.

  1. On the top navigation bar, click on the gear icon.

Screenshot 2026-02-20 at 8.38.38 AM.png

  1. Select Setup.

    Screenshot 2026-02-20 at 8.39.22 AM.png

  2. The Admin setup page will open in a new tab. In the Quick Find box, search for Users.

    Screenshot 2026-02-20 at 8.40.54 AM.png

  3. Select Users from the list.

  4. In the Action column, click Edit next to the user you want to link to the Employee Account.

  5. Ensure the Producer checkbox is checked.

Screenshot 2026-02-20 at 9.57.54 AM.png

Next, link the user to the Employee Account.

  1. Navigate back to the Employee Account record.

  2. Click the pencil icon next to Employee's User Record.

Screenshot 2026-02-20 at 10.00.39 AM.png

  1. Select the corresponding user from the dropdown and click Save.

Screenshot 2026-02-20 at 10.02.17 AM.png

Note: To assign an Account Manager, follow the same steps and select the Account Manager checkbox instead of Producer.

Assign a Sub-Producer

Before assigning a sub-producer, a Vendor / Sub-Producer / Finance Company account record must exist. Sub-producers are assigned directly to records and do not require user record linking.

Add a new Sub-Producer

  1. Go to the Accounts tab and click New.

Screenshot 2026-02-20 at 9.42.56 AM.png

  1. In the New Account modal, select Vendor / Sub-Producer / Finance Company, then click Next.

    Screenshot 2026-02-20 at 10.07.41 AM.png

  2. In the New Account modal, enter the relevant information

  3. Ensure Sub-Producer is selected from the Vendor Type dropdown.

    Screenshot 2026-02-20 at 10.10.42 AM.png

  4. Click Save (or Save & New if adding more than one Sub-Producer).

Assign Sub-Producers

Once created, you can associate a sub-producer with an Account, Opportunity, or Policy.

  1. Navigate to any Account, Opportunity, or Policy record to assign the Sub-Producer(s).

  2. Click the pencil icon next to Sub-Producer (and Sub-Producer 2 if more than one)

  3. Search for and select the appropriate Sub-Producer.

    Screenshot 2026-02-20 at 10.13.40 AM.png

  4. When finished, click Save.