How to use the Producer Toolbox

Owned by Daniel Hein, created
Last updated: Nov 09, 2022
2 min read

Within the AgencyRoot platform, you have the ability to invite your customers to a page designed solely for them. This page offers them insights into their policy details, a risk matrix, as well as shared documents (coming soon). There is no additional cost to utilize this platform.

This guide will help you understand and utilize the Producer Toolbox for your customers. It will also provide a guide you can share with your customers so they can better understand and navigate their Producer Toolbox.

Inviting your Customers to their Producer Toolbox

You can invite as many of your customers to their Producer Toolbox as you’d like at no additional monthly cost.

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

  2. Search for the Customer you wish to invite.

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

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

  5. Send Invite

  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 AgencyRoot Producer Toolbox” for more details about the Producer experience.

Instructional Guide for Producers “Navigating your AgencyRoot Producer Toolbox”

Check out this quick training video highlighting what your Policy holder sees when they log into their Producer Toolbox:

Instructional Guide for Producers “Navigating your AgencyRoot Producer Toolbox”