Brokers can designate three Team Member contacts for their Clients. These Team Members will be the main or backup contacts for specific Clients in your Agency's book of business.
To access or edit the Team Member contacts for a Client, open the orange menu next to the Client's name and select Client Details.
Scroll down the Client Details page until you locate Broker Setup.
You'll see 3 drop-down menus for Team Members 1, 2 and 3. Select the appropriate Broker from your Agency for each Team Member and click Save.
- Team Member 1 — this position is reserved for the Client's primary contact, typically a Producer or Account Manager. This Broker's name and information is mapped to forms where applicable and will be listed on the Client Dashboard as the main Broker for the Client.
- Team Member 2 — this position acts as a backup to Team Member 1 or can be the main customer service representative responsible for the account. A Customer Administrator can assign an Account Executive or Service Representative to specific accounts. These individuals will not appear as an insurance support person to the Employee throughout the interview.
Team Member 3 — this position is the main customer service representative responsible for the account. A Customer Administrator can assign an Account Executive or Service Representative to specific accounts. This individual would appear as an Insurance support person to the Employee user throughout the interview.
If you don't see a Broker's name in the drop-down menu that should be there, the Broker in question may not have the correct user type designation in our system. Please visit our article Understanding Account User Types for more information.