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The Agency Settings Page

The Agency page is where you create and manage your agency. An agency gives you a separate dashboard to invite agents, track production, and manage your book of business across your downline.

Getting there

From the left sidebar, click Settings, then choose Agency from the settings menu.

Creating your agency

If you don't have an agency yet, click Create Agency to get started. This opens the setup where you'll name your agency and begin inviting agents.

Full walkthrough: Creating an agency has a few steps of its own — naming it, inviting agents, and setting up your downline. See [Creating an agency] for the complete guide.

Managing an existing agency

Once your agency is set up, this is also where you'll come to manage it — your agency has its own dashboard for inviting agents, tracking production, and viewing downline reporting. For details on running your agency day to day, see [Creating an agency] and the related agency guides.

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