What is a Company Listing Plan?

A Company Listing Plan (CLP) allows the company to share silver listings among a group of brokers. A Contract Admin manages the plan in a single Listing Plan dashboard within Marketing Center.

*Company plans start at 15 listings.

Admins Types:

Listing Admin

Access to the ‘My Listings’ tab in Marketing Center for all brokers for which the contact is designated a Listing Admin. Listing admins can view and receive leads for assigned brokers.

Company Plan Contract Admin

Access to the Listing Plan tab in Marketing Center, where they manage the Company Plan contract in a single dashboard. Easy-to-use admin tools provide the ability to swap exposure levels and have insight into exposure paid for by other contracts. Owner plans provide insight into listings managed by third party brokers.

Company Plans with less than five site locations support up to three contract admins. Company Plans with five or more site locations support up to five contract admins.

Company Admin

Access to the My LIstings tab and the Company Listing Activity tab in Marketing Center. Under My Listings, a Company Admin can view listings and leads for all brokers within the Company and its hierarchy, without being a Listing Admin on each listing. Under Company Listing Activity, a Company Admin can view, filter, export Listing Activity & Lead Counts for All Company Listings for a given time period (30/90/180 days).

Company Admins are set by the Research Consultant or Sales Executive.

A contact can be set as the Company Admin for multiple companies.

Owner View of Marketing Center

The default view of Marketing Center is the broker view. By activating the Owner View of Marketing Center, owner clients will have visibility into all listings owned by the company and its hierarchy under the My Properties tab in Marketing Center.

Owner view of Marketing Center is set by the Research Consultant or Sales Executive.