Add Agency Owner & Agency Info

Edit agency info, add and delete team members

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

You likely already entered your agency and owner information when you signed up, but if you still need to or need to make edits, follow the directions below.

Edit Agency Information

Step 1) Click on the "My Agency" icon on the left navigation panel

Step 2) From the list of options click "All About my Agency"

Step 3) Your agency information should already be displayed at the top, but if you need to make changes, click on "Edit". This will allow you to edit agency contact info, owner info and type of agency (Independent, Allstate, Farmers, etc).

Step 4) Once you have made your changes, click "Save" at the bottom of the page.

Add Team Member

Step 1) On the "All About my Agency" page, scroll down to the "Staff Members" section

Step 2) Click "Add" and enter the team member's name, contact info, role and permission level.

Step 3) Click "Save"

Step 4) When a new member is added, they will receive an email with a link to activate their account

Delete Team Member

Step 1) On the "All About my Agency" page, scroll down to "Staff Members" section

Step 2) Click on the member you want to remove

Step 3) "Edit Team Member" window appears and on the bottom you will see a red "Terminate" button.

Step 4) Click on "Terminate" and complete the following questions of where to assign leads and tasks currently assigned to the producer you are removing.

Step 5) Click "Confirm"

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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