When creating your Agency, you will also set up a Broker account for yourself. Everyone on your team should also have a Broker account. If someone on your team doesn’t have an account, add them to the system so they can set up a Broker account and log in.
NOTE: Do not share your login information with anyone. Keep it private and safe.
IN THIS ARTICLE
Add a new Broker to your Agency
To add more Brokers to your Agency:
- Select Brokers in the left-hand navigation.
- On the Broker Listing, select the ‘Add Broker’ button.
- On the Add Broker page, provide the following information for each member of your team:
- - First and Last Name
- Primary Email
- Recovery Email
- Mobile / Cellphone Number
- Phone
- The correct Role (Agency Admin / Broker)
- National Producer Number (NPN) - Required to obtain quotes from certain Carriers, including UHC
- Location Name
Once added, the Broker will receive a verification email with instructions and a link to create their account. If they don’t receive the email, you can manually re-send it.
Available Roles
When adding new Brokers, you have the ability to select their role. We have two roles or access levels available:
- Agency Admin
- Broker
Agency Admins can access the entire Agency’s book of business and send Employers to AMS+—our agency management platform—using our AMS+ Integration.
Brokers have access to only their specific book of business.
We recommend allowing only one person from your Agency to hold the role of Agency Admin.