Located in the My Account section in the Submission Options tab, your staff assignments tell Insureio who your team members are. This is currently a view-only function. In the future, we may open this up as an editable feature for agency-level subscribers. If this is something that would be helpful to your business, let us know!
Viewing Your Staff Assignments
- Navigate to the My Account section.
- Click Submission Options.
- Click the Submission Options tab.
- Find Staff Assignments to the right of your screen.