07
For agencies
Manage Your Producers
See how your team is doing, and add someone new.
Step by step
6 steps
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Step 1 of 6
My Producers lists everyone who sells for you, with their status.
NextOpen a top performer.
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Step 2 of 6
A producer’s page shows how they’re doing — Danielle Prescott is the agency’s top seller.
NextSee what an inactive producer looks like.
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Step 3 of 6
An inactive producer is marked clearly, like Kevin Ostrowski here.
NextAdd a new producer.
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Step 4 of 6
You open Add Producer and fill in their name, e-mail, phone and producer details.
NextSend the invitation.
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Step 5 of 6
Cennairus e-mails them a link to set their own password and finish their profile. As soon as they do, they show up ready to work on your list.
NextCreate an application together.
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Step 6 of 6
Your producers don’t get a Wallet or a setup wizard of their own — they sign in straight to their Overview and get to work.