---
title: "Primary Agent"
slug: "primary-agent"
updated: 2023-04-20T19:08:44Z
published: 2023-04-20T19:08:44Z
canonical: "docs.interprose.com/primary-agent"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Primary Agent

The purpose of this document is to demonstrate the variety of ways that Primary Agent is Assigned, Removed and Expires.

Primary Agent Assignment reflects a detailed note as to why, how, and by whom the primary agent was assigned, removed or expired.

ACE has a Primary Agent Expire task associated with the Launch Date Triggers job, which is scheduled to run daily. The task's function is to expire the Primary Agent.

A Primary Agent can be set by the following methods and actions:

- Manually
- Worklist Override
- Workflow Action
  - Payment Plan Override
  - Promise
  - Status Code
- Action Code
- Action Path
- Bundling

When any of these actions take place, a note will appear on the account such as the one below:

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/PA1%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

In the screenshot above you can see that the account has been notated that the Primary Agent went from empty to sample.collector with an expiration of 2/13/2019 and that this user was set as the Primary Agent by an Action Path.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/PA2%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

Reflected in the example above, the account has been notated with the Primary Agent changing from sample.collector to sample.posting_collector and this was done by the Manual method and then the user who made the manual change is stamped with the note.

## Methods and Actions

### Manually

In the account screen, there is an Agent field that you can click to manually set the Primary Agent.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/pa3%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

### Worklist Override

**Workflow-Worklist**

Click on a worklist and set the Primary Agent override.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/pa4%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

### Workflow Actions

**Setup - Workflow - Account Workflow Actions**

This section lists a plethora of ways for the Primary Agent to be set:

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/pa5%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

Most agencies typically just have Payment and Promise set. So that when an agent takes a promise or sets up a payment plan, they will become the Primary Agent. This can also be set for status codes, notes, letters, etc.

### Action Codes

**Setup-Workflow-Action Codes**

Action Codes can override the expiration days for Primary Collector (FYI- Primary Collector and Primary Agent are the same thing).

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/pa6%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

### Action Paths

**Setup-Workflow-Action Paths**

There is a task in Action Paths that can set the Primary Agent.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/pa7%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

### Bundling

**Setup-Accounts-Bundling**

Bundling means that the Bundle Propagation-Primary Agent Box was checked.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/pa8%20(1)%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A17Z&se=2026-10-31T17%3A38%3A17Z&sr=c&sp=r&sig=I%2B6V6MkIo1LSgoyOqklAqDp%2FJ5WSibUCAkkRKQowDEQ%3D)

Learn More!

[Primary Agent Logic](/v1/docs/setup-primary-agent-logic)

[Account Workflow Actions- Primary Agent](/v1/docs/account-workflow-actions-primary-agent)