Agency-level users can invite new recruits to use the system from within Insureio.


From the Agency Management section, click Recruit.

Agency Management: Recruit

Enter the email address of the person you want to recruit.

Agency Management: Recruit Email

Click Send. Your prospect will be sent an invitation for a free 30-day trial of Insureio.

NOTE: Agency Management subscribers can also create customized marketing campaigns for drip marketing to potential recruits.