General Agents and other approved partners can add plans, manage employees, and set up integrations in a company portal.
Note: You must first enable the General Agent or approved partner in your Broker Marketplace.
To allow the General Agent or approved partner access to a company portal:
1. From Company Portal, go to Marketplace.
2. Scroll to and pick General Agent/approved partner.
4. Mark Yes, allow access to build plans, manage employees and set up integrations.
5. Click Save.
6. To continue partnership set up, click Get Started.