Grow your business
Team, for agencies
For agency owners: your advisors, their seats and their checks.
My Agency, then Team.- Seats in use, Policy checks left across the team, and anyone Out of checks.
- The advisor list: each advisor's role, checks left, data entry left, customers, and last activity.
- Invite advisor: they get a link that works only for their email address, can be used once, and expires in 7 days.
- Move checks: each seat gets its own checks every month. Move unused ones to an advisor who has run out.
- View book: see an advisor's customers and policies.
- Remove: frees the seat. Their customers, policies and claims stay theirs, nothing is deleted, and you stop being able to see them.
The Team screen appears in the menu for agency owners only. To set up an agency, choose Agency when you sign up, or message us.