Opening Insurance Automation Hub…

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Apply your brand throughout the experience

Keep company identity consistent across portal, intake and form output.

Administration · Company admin, Wholesaler, Hub admin

How it works

Open the authorized organization’s Branding settings. Set the approved logo, display name, primary/accent colors and contact details.
Check public intake, the customer portal, staff workspace and generated form covers.
Verify the parent organization permits agency branding where applicable.
Preview both light and dark appearance and test on a narrow screen.
Keep team contacts and response expectations current.

What to check

Personal theme preferences do not change another user’s branding or permission scope. The Hub extension retains Insurance Automation Hub identity.

Related guides

Create your intake form · Start your brokerage workspace