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Agency Portal
Run a portfolio of client organizations from the agency console.
- Getting started in the agency console The console has two screens of its own; everything else happens inside a client.
- Add a client and request authorization Create a client organization and email its contact the link that grants you access.
- What your client sees when they authorize you The consent page, what it commits them to, and the record it leaves behind.
- Open a client and work inside it Switch into a client's screens without leaving the console, and step back out again.
- Triage the whole portfolio with Agency Exceptions Every expired and expiring item across every authorized client, worst first.
- Invite brokers and assign them clients Owners and admins see the whole portfolio; a broker sees only the clients you name.
- Brand the console and your reports Agency plan with report branding Set a colour scheme and upload your logo, so the console and exported reports carry your mark.
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