video1.0<iframe src="https://www.loom.com/embed/d5feedbdc7cc4fda87d54a711fd8be0a" frameborder="0" width="1012" height="759" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>7591012Loomhttps://www.loom.com7591012https://cdn.loom.com/sessions/thumbnails/d5feedbdc7cc4fda87d54a711fd8be0a-aa4cfe500a79a34b.gif171.259This Loom introduces agency-level tags in the back office and explains how they work across trips, contacts, and commission reconciliation. Agency admins and owners can create, edit, and delete shared tags that can be added to contacts and trips, such as “referral level one,” and these appear in commission reconciliation with filtering. If an agency sharing is removed from a trip, the tag is removed as well, and deletions remove tags from associated trips. From an advisor’s perspective, agency tags are locked, not editable or removable, not visible in their tag management, and cannot be used as workflow trigger conditions.