Manage Insurance AcrossAll Your Locations
Centralized control with location-specific dashboards, flexible payout routing, and hierarchical permissions for multi-location businesses.
Setup Guide
Follow these steps to configure multi-location management
Sign Up for Enterprise
Contact sales to activate enterprise features for your account
Action: Upgrade account to Enterprise tier
Define Location Hierarchy
Structure your organization: Corporate → Regions → Individual Locations
Action: Create organizational structure
Add Locations
Add each physical location with name, address, and unique identifier
Action: Navigate to Settings → Locations → Add Location
Assign Location Managers
Invite managers and assign them to specific locations
Action: Send invitation emails with location assignments
Configure Payout Routing
Set up bank accounts for each location or consolidated payout
Action: Settings → Payment Configuration → Add Payout Account
Set Permissions
Define what each role can access at each location
Action: Configure role-based access control
Location Hierarchy
Structure your organization with three levels of management
FitLife Corporate
Full access to all locations, analytics, and settings
Northeast Region
Access to 5 locations in the northeast region
Boston Downtown Gym
Location-specific dashboard, member management, local reporting
Location Dashboards
Different views for different roles
Corporate Dashboard
View all locations at once with consolidated metrics
- Total policies across all locations
- Revenue by location comparison
- Top performing locations
- Cross-location trends and insights
Location-Specific Dashboard
Each manager sees only their location's data
- Location sales and revenue
- Member purchase rates
- Claims specific to location
- Performance vs. regional average
Payout Configuration
Choose how earnings are distributed across your organization
Consolidated Payout
All location earnings combined into single monthly payout to corporate
Best for: Owner-operated chains, corporate-managed locations
Setup: One bank account receives all revenue
Location-Specific Payouts
Each location receives its own separate payout to designated accounts
Best for: Franchises, independent location owners
Setup: Each location manager provides their own banking details
Split Payouts
Corporate takes a percentage, remainder distributed to locations
Best for: Revenue-sharing agreements, franchise fees
Setup: Set corporate percentage (e.g., 20%), rest goes to locations
Payout Examples
Example: 3 Locations, $10,000 Total Monthly Revenue
Consolidated Payout:
→ Corporate receives: $10,000 (100%)
Location-Specific Payouts:
→ Location A receives: $4,000 (40%)
→ Location B receives: $3,500 (35%)
→ Location C receives: $2,500 (25%)
Split Payout (20% to Corporate):
→ Corporate receives: $2,000 (20%)
→ Location A receives: $3,200 (32%)
→ Location B receives: $2,800 (28%)
→ Location C receives: $2,000 (20%)
How to Add a New Location
Step-by-step guide to adding locations to your enterprise account
Navigate to Locations
Dashboard → Settings → Locations → Add New Location
Click the 'Add Location' button in the top right
Enter Location Details
Provide location name, address, and contact information
Example: 'Boston Downtown Gym, 123 Main St, Boston MA 02101'
Assign Parent (Optional)
Select regional manager if using regional hierarchy
Leave blank if location reports directly to corporate
Set Location Manager
Invite location manager via email
They'll receive invitation to access their location dashboard
Configure Payout
Choose payout method for this location
Consolidated, location-specific, or split payout
Activate Location
Review settings and click 'Activate Location'
Location goes live immediately and appears in your dashboard
Pro Tip: You can bulk import locations via CSV. Contact your account manager for the import template if you have 10+ locations to add.
Frequently Asked Questions
How many locations can I add?
Enterprise accounts have unlimited locations. You can manage 2 locations or 2,000 locations with the same tools and pricing structure.
Can location managers see other locations' data?
No. Location managers only see their assigned location's data. Regional managers can see all locations in their region. Only corporate admins see all locations.
How do I change a location's payout method?
Navigate to Settings → Locations → [Select Location] → Payment Settings. You can switch between consolidated, location-specific, or split payouts at any time. Changes take effect the following month.
Can one person manage multiple locations?
Yes. A single user can be assigned as manager for multiple locations and will see a location switcher in their dashboard.
What happens if a location closes?
You can archive locations in Settings → Locations → Archive. Archived locations retain historical data but stop appearing in active dashboards. You can reactivate them anytime.
Do I pay extra per location?
No. Enterprise pricing is based on total policy volume across all locations, not the number of locations. Add as many as you need.