Adding Agents to the System

Agents can be added to the system using any of the following methods:

Method 1: Add Individually

Add agents one at a time directly into the system.

For detailed instructions, please refer to the following article:

Method 2: Bulk Import

Upload multiple agents simultaneously using the bulk import process.

For detailed instructions, please refer to the following article:

Method 3: Via Form (QR Code, URL, or Embedded Code)

Collect agent details by sharing a form through a QR code, URL, or embedded code on your website.

Step 1: Navigate to Agent from the blue navigation bar.

Step 2: Click on Portal Settings.

Step 3: Select Agent Enrollment.

Step 4: Choose one of the following options to share the form:

URL: Copy the URL and share it directly with the agent.
Embedded Code: Copy the embedded code and place it on your website.
QR Code: Download the QR code and share it with the agent for scanning and form completion.

Note: You can preview the form that will be sent to agents. Please be aware that the form is not customizable.

Three Flexible Ways to Onboard Agents, Individually, in Bulk, or Through a Shareable Enrollment Form