Adding new agency users by a market

When a market user creates an application or policy and assigns it to an agency, this user is able not only select an existing agency user for assigning but also add a new one.

Note: This ability is available if the agency has selected the “Allow my markets to control my users” setting on the “Settings” page. Read more

SELECTING A PRODUCER FROM ANOTHER LOCATION

If a market requires a producer to be assigned to submit or redirect an application, an agency user is able to select a producer from any location of their company. Moreover, if an Agency code is required, this user is offered to select codes associated only with the selected producer’s location. Read more