Agency Workspace - 2019 - 6

New to an Agency

Manage your agency structure the way you want.
Every agency is different and so are their hirearchys. That's why we let you manage your agents and users within Agency
Workspace. Click 'User Management' under My Resources in the left-hand bar to assign user roles or modify their users' role
status in Agency Workspace.

SUPER USER
A licensed broker who is at the top of the agency hierarchy. Super users can see all the agents' activity and
can grant super user access to other agents.

AGENT USER
A licensed broker who is a part of an agency and has access to their individual client activity and
book of business.

QUOTING ADMIN - USER
Quoting admin users are not licensed brokers in Agency Workspace, but they can access client data, quote,
and submit business on behalf of any agent in the agency. They also have access to EmployerFocus to manage groups in our MidAtlantic market.

NOTIFICATION ONLY USER
These users receive an email notification when there is an activity on the client's account.

To learn about User Management, click on the links below
WATCH a video on User Management.
Webinar Recording: Registration and Navigation

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https://embed.vidyard.com/watch/EKsycK5uB7qhPeV75gUZqW

Agency Workspace - 2019

Table of Contents for the Digital Edition of Agency Workspace - 2019

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