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RIO Education Use Case for Agent

Make life easy for your Agents, all within one system

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Use case

In many institutions, Agents play an important role in the channel sales model. In RIO Education, we can support the Agent use case by providing them a portal to access. An Agent can perform various functions as shown below.

Application on behalf of students

Agents can file an Application on behalf of a Student. 



Supply additional information

Record historical educational qualifications and upload proof of completion:



Track student application progress

Review each student's application progress and understand what is required at what stage:



Measure progress with Report/Dashboard

View overall performance using Salesforce Report/Dashboard function.

Partner Experience

This function will depend on Salesforce Partner Experience license.



Agent commission calculation

On top of all these, a custom Commission module can be built on top of RIO Education to calculate various methods:

  1. Fixed fee per successful application.
  2. Variable fee per number of successful applications.
  3. Percentage fee per successful application.



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