How do I invite agents as an agency?

Agents need to make sure they have their own agency, and their title is Agency (located on the upper right corner under the agent’s name).

 

 

Once the title is Agency, the agent can invite other agents under their agency.

On the left click on Invites.

Like how agents add consumers, agencies have options to add agents:

    Invite Agent

    Import Agents

Invite Agent

    The button is located on the upper right corner.

    When the agency wants to add a singular agent.

    Requires only the first name, last name, email, phone number and NPN.

Import Agents

    When the agency wants to add multiple agents.

    

     As shown in the image above, when the agency clicks on Import Agents, they will see above the Create button another button called “Sample file”.

    Download the Sample File and fill in the agent’s first name, last name, email, phone number and NPN. 

    Once the agency is done import the file and click Create. 

Either option will populate an agency record in the dashboard which automatically sends the invite email to those agents. 

Below is an example of the email that the agents receive. 

For more information check out our instructional video: Conxent: Agency Upgrade & Agent Invite

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