BizConnect360
Agent Registration Flow
This guide walks through the complete process of onboarding a new sales agent — from the moment an admin adds them in the dashboard, through identity verification, approval, and their first referral link going live. Use this as a reference when setting up your email automations or training your admin team.
Registration Flow
Step-by-step from onboarding to active agent
Admin Adds the New Agent
The admin opens the BC360 Admin Dashboard, goes to the Reps tab, and clicks Add New Rep. They fill in the agent's basic information and assign their role in the organization.
Fields the admin fills in:
Welcome Email Sent to Agent
As soon as the agent is added, an automated welcome email is sent to their registered email address. This email introduces them to BizConnect360, provides their Rep Code, and gives them a link to their personal dashboard.
Agent Submits Identity Verification
The agent receives a follow-up email asking them to submit a government-issued ID for identity verification. This is a required step before their account is fully activated and their referral links go live.
What the agent needs to provide:
- Government-issued photo ID (driver's license or passport)
- Clear, readable photo or scan — both sides if applicable
- Submitted via the secure link in the verification email
Admin Reviews the ID
The admin reviews the submitted ID in the BC360 Admin Dashboard under the Reps tab. They open the agent's detail drawer and update the pipeline stage in the Wibiz Dashboard accordingly.
Move the agent's Wibiz Dashboard stage to "Approved". The approval email is sent automatically.
Move the stage to "Rejected". A rejection email is sent with instructions to resubmit.
Agent Receives Approval & Logs In
Once approved, the agent receives their official approval email with their Rep Code, a direct link to their personal dashboard, and instructions on how to get started. They can now log in and access their pipeline, referral links, and marketing materials.
Agent Completes Certifications & Unlocks Referral Links
Before referral links go live, the agent must complete a short certification quiz for each vertical they want to sell. This ensures every agent understands the product they're promoting. Once they pass (70% or above), their referral links for that vertical unlock immediately.
Available certifications:
Email Templates
Suggested content for each automated touchpoint
{{first_name}} and {{rep_code}} are filled automatically by your email platform (e.g. Wibiz Dashboard / GHL).Agent Hierarchy
How the three agent levels relate to each other
Top of the organization. Can have Senior Associates and Associates in their downline. Earns override commissions on all downline production.
Mid-level agent. Must be placed under an Agency. Can recruit Associates into their Agency's organization.
Entry-level agent. Can be placed under an Agency or Senior Associate. Can refer other Associates, but this does not create a new commission tier.
Hierarchy Structure
Referral Links
How agents share their unique links with prospects
Each agent has a unique referral link per vertical they are certified in. When a prospect clicks the link and fills out a form, the lead is automatically tagged to that agent's Rep Code in the system — no manual entry needed.
| Vertical | Referral Link Format | Certification Required? |
|---|---|---|
| Scale360 | https://scale360.wibiz.ai/?ref=BC360-XXXX | Yes |
| Fundable360 | https://fundable360.wibiz.ai/?ref=BC360-XXXX | Yes |
| Legacy360 | https://legacy360.wibiz.ai/?ref=BC360-XXXX | Yes |
| Share360 (Business) | https://share360.wibiz.ai/?ref=BC360-XXXX | Yes |
| Share360 (Nonprofit) | https://share360.wibiz.ai/?ref=BC360-XXXX | Yes |
| Media360 | https://media360.wibiz.ai/?ref=BC360-XXXX | Yes |
Certifications
How agents unlock their referral links
Take the Quiz
7 multiple-choice questions per vertical. Covers product basics, eligibility, and the sales process.
Pass at 70%+
Agents need to answer at least 5 out of 7 questions correctly. They can retake the quiz if they don't pass.
Links Unlock
Referral links for that vertical go live immediately after passing. The agent can start sharing right away.