Setting Up Network Types
Before you can create Networks to organize your marketing organizations, agents, and accounts, you'll need to configure at least one Network Type. Network Types define the categories and structure for your networks.
What Are Network Types?
Network Types are templates that categorize your networks by their purpose and organizational structure. Each Network Type can have its own custom fields, workflows, and intent designation. When you create a new Network, you'll select which Network Type it belongs to.
Common Network Type intents include:
Administrative - For general administrative groupings
General Agents - For networks of general insurance agents
Field Marketing Organization (FMO) - For field marketing organizations
Independent Marketing Organization (IMO) - For independent marketing organizations
National Marketing Organization (NMO) - For national marketing organizations
Managing General Agent (MGA) - For managing general agent networks
Managing General Underwriter (MGU) - For managing general underwriter networks
Accessing Network Types
Navigate to Configuration from the main menu
Expand the Network section in the sidebar
Click Network Types
You'll see a list of all existing Network Types, with options to search by name and filter to show only active types.
Creating a New Network Type
From the Network Types list, click the New button in the upper right
Fill in the required fields:
Name - A descriptive name for this type (e.g., "Field Marketing Organization" or "Regional MGA")
Network Intent - Select the category that best describes this type's purpose from the dropdown
Description - Optional text explaining when to use this type
Optionally, expand Manage Custom Fields to add custom data fields that Networks of this type will have
Click Save to create the Network Type
Adding Custom Fields to Network Types
Custom fields allow you to capture additional information specific to Networks of a particular type. For example, you might add fields for:
Region or territory
Contract number
Start date
Commission tier
To add custom fields:
When creating or editing a Network Type, expand the Manage Custom Fields accordion
Click Add Field
Configure the field type (text, number, date, dropdown, etc.) and settings
Save the Network Type
All Networks created with this type will include these custom fields in their forms.
Setting Up Workflows for Network Types
You can attach workflow templates to Network Types to automate processes when new Networks are created. Available workflow triggers include:
Create Network - Triggered when a new Network of this type is created
To add a workflow template:
Navigate to the Network Type detail page by clicking on a Network Type name
In the Workflow Templates widget on the right, click New Template
Configure the workflow trigger and actions
Save the workflow template
Editing a Network Type
From the Network Types list, click the three-dot menu on the row you want to edit
Select Edit
Make your changes to the name, intent, description, or custom fields
Click Save
Note: Changes to custom fields will affect all existing Networks of this type. Be cautious when removing or modifying fields that may contain data.
Archiving a Network Type
If you no longer need a Network Type, you can archive it to hide it from active lists while preserving existing Networks.
From the Network Types list, click the three-dot menu on the row
Select Archive
Confirm the action
Archived Network Types:
Will not appear in the "New Network" dropdown
Can be viewed by unchecking "Active Only" in the filter
Can be reactivated at any time
Preserve all existing Networks of that type
Best Practices
Plan your structure first - Consider your organization's hierarchy and reporting needs before creating Network Types
Use meaningful names - Choose names that clearly indicate the purpose (e.g., "Regional FMO" vs. just "Type 1")
Select appropriate intents - The intent helps standardize categorization across your organization
Add relevant custom fields - Include fields that will help with reporting and tracking specific to that network type
Create workflow templates - Automate onboarding tasks for new Networks
Next Steps
Once you've created your Network Types, you're ready to:
Create your first Network
Learn about the Network Tab and daily operations