Enables selected agents to:
✅ Access each other's applications
✅ Manage shared book of business
✅ Maintain original NPNs on updates
Best For:
Call centers
Team-based agencies
Cross-coverage scenarios
Navigate to Agency Management
Select an agent
Select Shared Book checkbox under Book of Business Access field
State Exceptions:
None
Q: What happens when removed?
A: Reverts to personal view + email notification
Q: Can agents export shared data?
A: Only personal clients are exported
Example:
Let's say there are 5 agents in an agency with following permissions.
Agent A - FULL ACCESS
Agent B - SHARED ACCESS
Agent C - SHARED ACCESS
Agent D
Agent E
Agent A will have full access to all the applications across the agency.
Agents B and C can view each other's book of business.
Agents D and E will only have access to their own book of business.