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Office Configuration Explained

Updated over 2 weeks ago

Summary

SIR office configurations vary by office. Most offices use a Referral Contact model. The three configurations are: Config A (Managerial Oversight) where agents act independently and Referral Contacts have read-only visibility; Config B (Managerial Approval) where agents create drafts that need approval; and Config C (Managerial Only) where the Referral Contact handles everything. Your configuration determines what you can see and do. Contact your Referral Contact or office manager if unsure.

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