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.

3.   Enable.



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