Linking your Rep code to the XYIS platform is as easy as just a few clicks!! However, we'd like to do this with you to make sure everything is processed correctly.
IMPORTANT NOTE: Once you link your rep code, ALL ACCOUNTS associated with that primary rep code will stream down to XYIS. ALL accounts and subsequent assets associated with that rep code will then be considered “On Platform” and XYIS will service and bill each of those accounts (with the exception of sundry accounts), regardless of whether or not the account is automated (“Robo On”). If you DO NOT want all of your accounts to stream onto the platform, be sure to let us know this on our call.)
Questions or concerns? Contact email@example.com and we'll help talk you through the process and make sure you're comfortable with the set-up!