Work with a wholesaler

Share an explicit, versioned placement package without opening the whole retail account.

Markets & placement · Licensed staff, Company admin, Wholesaler

How it works

Prepare and approve the current retail request. Select the authorized wholesale destination.
Review exactly what is shared and create the placement handoff.
The wholesaler receives its scoped placement record and processes it under its own staff roles.
Return questions, quotes or policy evidence through the placement workflow. The retail team reviews customer-facing releases.
If the retail source changes, refresh the handoff and approvals before further consequential actions.

What to check

Parent organization administration and a placement’s data access are different permissions. A wholesaler does not automatically inherit every customer file.

Related guides

Roles and permissions
Handle changes and resubmit safely
Review quotes and confirm the actual outcome

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