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Agency: How to add sub users

How Agency Admins can add new sub agents/users to their account.

If an account has user slots available they can add sub agents/users. If you are unsure of how many slots you have or whether or not you have an Agency account, you can call in Monday-Friday 6am PST-5pm PST at 866-478-6848 option 1.

 

Once the account admin is logged into their Quotit portal they can navigate to their agency tab.

 

Then select "Manage Brokers"

 

 

Once on this page, 

Go to the bottom left and click "Add Broker" 

Fill out the new agents information. Do not use any Dashes ( - ) when filling out info. 

Once you click submit, an email with a link to activate their account should be sent to main email on file. That email can then be sent to the proper user. 

 

If for some reason the new user is having issues with logging in, they can call in to us to have a reset password email sent to them. Which will allow them to pick a password and log in, and finish setting us their account.

 

If you have any additional questions you can reach Customer Service Monday-Friday 6am PST-5pm PST at 866-478-6848 option 1.