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1. Log onto your AgencyRoot portal: https://agencyroot.com/app/#/login

2. Search for the Customer you wish to invite.

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3. Confirm / Add the customer’s email address. Please note you must have a Primary Email assigned before the invite will work.

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4. Navigate to the bottom of the Customer’s Contact Detail Tower and locate the User Account. Select “INVITE”

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5. Send Invite

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6. Your customer will be sent an email with a link to Create an Account.

7. Please refer to the attached Instructional Guide for Producers “Navigating your AencyRoot AgencyRoot Producer Toolbox” for more details about the Producer experience.

Instructional Guide for Producers “Navigating your

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AgencyRoot Producer Toolbox”

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