Company Hierarchy

Table of Contents

Introduction

Locating Company Hierarchy

Brands

Creating Brands

Editing Brands

Deleting Brands

Where Brands Appear

Lines of Business

Creating Lines of Business

Editing Lines of Business

Deleting Lines of Business

Where Lines of Business Appear

Line of Business Opt-in Messages

Locating Line of Business Opt-in Messages

Configuring Line of Business Opt-in Messages

Line of Business Message Templates

Locating Line of Business Message Templates

Configuring Line of Business Message Templates

Brands & Line of Business in Integrations

 

Introduction

If your organization has multiple brands and/or lines of business, Hi Marley can help you manage them all efficiently! Hi Marley's Company Hierarchy ensures that you can communicate seamlessly with your end users without any confusion.

 

Locating Company Hierarchy

Company Hierarchy is available to System Admins by clicking on Settings in the Sitewide navigation bar and then clicking Company Hierarchy.

 

Brands

Including brands from within your organization's family of services will allow you to configure the experience that your operators provide to end-users - down to the very first message that they receive!

 

Creating Brands

To create new brands, click the Add Brand + button. There is no limit to the number of Brands you can create!

If you have not created any Brands yet, Hi Marley will display a default Brand with the same name as your Organization.

 

Editing and Deleting Brands

To edit an existing brand's name, click the ellipses menu (three dots) and Edit.

 

Deleting Brands

To delete a brand, the following statements must be true:

1. Your organization has at least two existing brands
2. The selected brand does not have any Lines of Business within it 

Keep in mind that deleting a brand will not remove the brand for the cases created under the brand.

 

Where Brands Appear

A Brand name is always included in the message prefix of an outbound text message. To learn more about message prefixes and where they appear, click here!

 

Lines of Business

Lines of Business can be added to brands within Hi Marley and help to organize and customize the Opt-in Messages your operators send to end-users.

Each Brand can have the following lines of business for selection:

1. Personal Auto
2. Personal Home 
3. Personal Other
4. Commercial Auto
5. Commercial Property
6. Commercial General Liability
7. Commercial - Workers Comp
8. Commercial - Other
9. Other / Misc. Lines - Crop
10. Other / Misc. Lines - Life
11. Other / Misc. Lines - Other

Creating Lines of Business

To create a Line of Business, click the Choose Lines of Business button. Next, select the Lines of Business that you wish to add to the brand and click Save Lines.

It is important to note that each brand may not be associated with multiple of the same line of business. For example, The Hi Marley brand may only have one Commercial Lines Auto Line of Business within it.

 

Editing Lines of Business

After selecting the Lines of Business for a brand, you may like to edit the names of the Lines of Business to match the naming conventions of your organization. To do so, click the ellipses menu (three dots) next to the Line of Business that you wish to modify.

Changing the display name only impacts how the Line of Business name is displayed in the application. All Lines of Business-specific features are based on the underlying type and sub-type combination (ex: Personal Auto) and not the display name.

 

Deleting Lines of Business

To delete a Line of Business, click the ellipses menu (three dots) next to the Line of Business that you wish to delete and Remove.

When a Line of Business is deleted, it will become hidden during case creation and cannot be chosen by operators at your organization. All existing cases that were created using that Line of Business will not be affected.

If a Line of Business is added to a brand that it was previously deleted from, Hi Marley will auto-populate it with its previously selected settings.

 

Where Lines of Business Appear

Brands and Lines of Business will appear for operators in the case creation form. After the brand is chosen, operators may select from any of the Lines of Business that have been created for it.

During Case creation. brand is a mandatory field and Line of Business is optional.

To learn more about how to Lines of Business are selected via Hi Marley integrations, please review this article.  

 

Line of Business Opt-in Messages

After creating Lines of Business, you may now configure their Opt-in Messages. These messages will be sent on cases where that Line of Business was selected during case creation (as seen in Where Lines of Business Appear).

 

Locating Line of Business Opt-in Messages

Line of Business Opt-in Message Flows can be managed by Admins by clicking Manage, Lines of Business, and Edit. 

 

Configuring Line of Business Opt-in Messages

To learn how to configure Opt-in Message Flows for your Lines of Business, please refer to the following article.

The Opt-in Message Flow configured in Org Settings is the default for all Lines of Business. If any changes are made to the Line of Business Opt-in Message Flow, it will take precedence over the organization-wide Opt-in Message Flow.

Click here to learn how to configure the organization-wide Opt-in Message Flow.

Opt-in Message Flows are only available for Claim cases. For General or Policy cases, the organization-wide flow will be used.

Line of Business Message Templates

After creating Lines of Business, you may now create their Message Templates. These templates will be available on cases where that Line of Business was selected during case creation (as seen in Where Lines of Business Appear).

Locating Line of Business Message Templates

Line of Business Opt-in Message Templates can be managed by Admins by clicking Manage, Lines of Business, Message Templates, and + New Template. 

Once created, Line of Business Message Templates can be accessed from the Templates modal on the Chats Tab.

Configuring Line of Business Message Templates

To learn how to create Line of Business Message Templates, click here

 

Brands & Line of Business in Integrations

Hi Marley will be able to support cases being categorized by line of business to enable custom welcome messages by Line of Business (LoB) and Brand.

If your organization has defined Brands with associated LoBs under Company Hierarchy in the Hi Marley webapp, then the Brand field below will be required in the Case Creation API (LoB is not require, as some Brands may not have associated LoBs).

More information about how to integrate Line of Business/Brands on this page: Integrating Line of Business & Brands