Viewing Agency and Agent Information After Onboarding

Read the step-by-step guide below or check out the video walkthrough. 

Tracking Onboarding Progress

After sending an invitation:

• Monitor progress through each onboarding step
• See real-time updates as agencies complete sections
• View completion status
• Access all collected data once finished

Automation Note: If you have automated compliance authorization enabled, agencies and agents are automatically approved upon completion. Without automation, manual review is required.

Accessing Agency Information

Navigate to Agency Overview

1. Go to the Agencies tab
2. Click on any agency name
3. Access their complete profile

The same process works for:

• Invited agencies
• Bulk uploaded agencies
• Internally added agencies

Understanding the Agency Profile

Overview Tab

The main overview provides:

Firmographic Data:

• Company information
• Size and structure
• Years in business
• Other demographic details provided during onboarding

Quick Statistics:

• Agent counts (submitted vs. authorized)
• License coverage
• Compliance status
• Active products

User Contacts Section

View all assigned roles and contacts:

• Administrative contacts
• Compliance officers
• Contract signatories
• Financial contacts
• Email deliverability status for each contact

Financial Information

If collected during onboarding:

• Bank account details
• Payment preferences
• Commission routing information

Agent Management

Agent Overview

See aggregate agent information:

• Total agents submitted
• Number authorized/synchronized
• Pending authorizations
• Agent distribution by state

Individual Agent Details

Click on any agent to view:

• License information
• Contact details
• Authorization status
• Compliance standing

License and Compliance Views

License Overview

Multiple viewing options:

• By Product: See which states are licensed for each product
• By License Type: View license categories and coverage
• Visual Maps: Hover over states to see specific details

Strategic Use: Identify expansion opportunities by seeing where agencies are licensed but not yet selling.

Appointments Tab (more robust functionality coming soon)

Track appointment status:

• Current appointments by carrier
• Pending appointments
• Historical appointment data
• Integration with automated appointment systems

Authority Management

Setting Authority Status

Control agency selling ability:

1. Navigate to Authority Status section
2. Options include:
   • Approved: Full selling authority
   • Declined: No selling authority
   • State-Specific: Limit authority to certain states
   • Product-Specific: Limit to certain products

Use Cases for Authority Control

• Compliance issues discovered
• Non-performance
• State-specific restrictions
• API integration controls for policy systems

Document Access

Available Documents

View and download:

• W9 Forms: Tax documentation
• Producer Agreements: Signed contracts
• E&O Policies: Current coverage
• Cyber Policies: If required
• Custom Documents: Any additional uploads

Document Management

For each document:

• View online
• Download copies
• Check upload dates
• Verify validity

Additional Features

Notes Section

Use for:

• Light CRM functionality
• Internal comments
• Compliance notes
• Sales observations
• Historical tracking

Custom Question Responses

Access all responses to your configured questions:

• Premium volume data
• Business focus areas
• Special requirements
• Any custom fields you've created

Data Portability

API Access

All agency data is available via API for:

• CRM integration
• Policy administration systems
• Internal reporting tools
• Custom dashboards
• Automated workflows

Agency Portal Updates

Agencies can self-maintain their information:

• Update contacts
• Add/remove agents
• Upload new documents
• Maintain current data

This ensures high-fidelity data without manual intervention from your team.

As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.