How to assign Brokers to an Employer in Quote+

Assign Brokers to Employers as primary and secondary contacts.

To access or edit the Team Member contacts for an Employer:

Go to the Employers page.

Find your client. Select the kebab menu, then choose Edit to access the Employer Hub.

In the Employer Hub, select Account Team.

On the Account Team page, check the box next to a Broker and use the arrow buttons to associate/assign them to the Employer.

The Employer can only have one Primary Broker. This Broker's name and information are mapped to forms where applicable. All other assigned Brokers will serve as backups to the Primary Broker.