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Agency Relationship Manager: Assigning Agencies to a Rep
Agency Relationship Manager: Assigning Agencies to a Rep

Easily assign agencies to representatives within your organization from within the ARM.

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Easily assign agencies to your representatives for follow up.

To do this start by selecting Agencies from the navigation bar. 

You will see a list of all of your agencies in a list below. 

Select the empty box next to an agency you want to assign to a representative. 

With your agencies now selected, click on Assign at the top of the column. 

Now select your representative, and confirm by hitting Assign

The agencies have now been assigned!

Note: For a user to be eligible as a representative the "Marketing System Access" privilege has to be selected on the user's profile.

For more information on user privileges visit our article: Privilege Definitions

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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