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  1. InsuranceMenu
  2. Getting Started & Account Setup

Getting Started & Account Setup

Manage My Team

  • How do I deactivate a user from an agency?
  • How can I make a custom team? What can I use them for?
  • How can I resend an Agent or Account Manager the invite link to complete their profile?
  • How can I manage my Agency Teams?
  • How do I edit an agent or account manager's profile
  • How do I disable an Agent or Account Manager's access?

Manage My Account

  • How can I manage my notification settings?
  • How can I register my Agent or Account Manager profile?
  • How do I Invite Agents and Account Managers to set up their account?
  • How can I reset my broker password?
  • How do I update my Broker Information?
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