Manage people, assignments and licenses

Separate organization administration from insurance authority.

Administration · Company admin, Wholesaler, Hub admin

How it works

Open People & access for the organization you manage. Invite the named person with the correct role.
Check active membership and assign only the files they should handle.
Record and verify licensing for the relevant jurisdiction before assigning a licensed review.
Use unlicensed preparation roles for data entry and coordination. Hand off to a qualified reviewer for signature and insurer submission.
Deactivate access when someone leaves or changes responsibilities; review their assignments and mailbox ownership.

Being an administrator does not waive license checks. Platform/wholesaler administration does not automatically grant customer-file membership.