Agent and Branch Service Allocation
At YoApp, we know that loyal customers are the backbone of a thriving business. Our solution empowers your agencies and branches to deliver a consistent, personalized experience that transforms one-time buyers into lifelong supporters. With everything managed under one roof, you can ensure every customer feels valued and at home, every time they interact with your business. Watch as your customer relationships deepen and your business grows stronger each day.
Here is how we are helping other businesses grow
.png)
Each agent is designated as a service provider representative, with access limited to the specific services assigned to them. This controlled access enhances security and accountability by restricting agents to their designated services. It also allows for clear tracking of agent activities related to each service and enables the customization of agent permissions according to the specific requirements of each service.
.png)
Agents and branches operate with service balances configured in two main ways. They can be assigned specific balances for independent operation, supporting decentralized branches or agents needing self-sustaining funds. Alternatively, if not given a separate allocation, they can access the main organization’s central balance for streamlined fund management.
Services and balance configurations are customizable per branch or service provider for tailored setups. Service assignments and balance allocations adapt to organizational, branch, or provider needs, based on activity or demand. Each branch can operate with its own balance or access the parent organization’s pool.
