Adding team members as the primary account holder is a simple process.
Begin by signing into your account at app.insurancesaleslab.com.
After you’ve signed in, you will see a tab on the left side of the page titled “My Team.”
After clicking My Team, click "Add member" on the top left of the page. You will then be able to add any team members associated with your account by inputting their first name, last name, and company email address.
Select "Add member."
Input team member information.
After adding your team members, a member of our Account Management team will review the new account and provide access to your staff member.
This process is typically completed by our team within the same day. However, on rare occasions, it may take 1 additional business day to verify the necessary information.
Keywords: add team member, add producer, add staff.
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