[Tutorial] Invite your agents

[Tutorial] Invite your agents Invite agents to create their account on the portal Nabil Aidoud

If you are the "Admin" for your agency, you can invite your fellow agents to create an account on your InsuranceMenu broker portal.

All you need is the agent's name and email address to send them their personalized invitation. They will receive an email with a link to register their account. 

Important Notes: 

  • Only an "Admin" has the ability to invite other agents. If you have this role, you will see the "Manage Staff" option in the Tools page. If you do not see this option and would like to have the "Admin" role for your agency, please leave us a message with your name, agency, and email requesting to be setup as an Admin.
  • When inviting an agent, you will be prompted to select the type of agent. "Broker" is any agent that actively writes business. The broker will be required to enter an NPN when registering their account. "CSR" stands for Customer Service Rep (aka Account Manager) and whose primary job will be to administer new sales and renewals on the system on behalf of brokers (they will not be prompted to enter an NPN when registering their account).

Check out the video below to see this in action.

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