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Brokers - Agency Settings



Keep your agency list organized in the brokers area of the agency account settings. Here, you’ll be able to add new brokers and send them a welcome email that will kindly prompt them to create their own Broker BerniePortal account.

 

FAQ: How do I add a new broker?

 

“Inactive brokers” - Are those who have not created their BerniePortal account, therefore, will not be able to be assigned any tasks.

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“Deactivating a broker” - Hovering over that actions icon gives you the option to deactivate a broker entirely. Deactivating a broker will prompt the agency admin to reassign all existing clients and tasks that were formerly under that broker.

 

Choose from a list of current brokers to reassign to. Those tasks and clients will automatically appear in the selected brokers BerniePortal.

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