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Learn, practice, deploy

An agent expands the brokerage’s reach

Choose the right service model

Model selection

Map ownership and decision rights

Case study: the “my carrier” exception

House control check

Keep every load inside the house system

Choose the right model for a candidate

Test an operating exception before launch

Agent model mastery

Build the agent model decision sheet

Compare full-service, sales-only and hybrid agent models. Define what the agent owns, what the brokerage retains, and how every agent load stays under the house’s authority and operating controls.

Understand the agent relationship, choose a model that fits your operations, and make clear which responsibilities stay with the brokerage.

Phase 12.1: The Agent Model: Roles, Authority, and House Controls

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