Agency Admin
- Heather Levin
With AgencyRoot's Agency Admin screen, managing your agency has never been easier or quicker. Get a handle on everything from one central location with just a few clicks.
The Core Role of Owner or Administrator is required to access the Agency Admin screen.
Quick Links
Use the Quick Links section to access the various administrative functions effortlessly.
General
In the General section, you will find links to help you manage your user accounts, permissions, subscriptions, and payments.
Data Entry & Processes
The Data Entry & Processes section provides links to help you manage customizable features, including document types, tags, and workflows.
Carrier Processing
Find links to manage AIP data requests and uploads in the Carrier Processing section.
Developers
Access developer tools needed to utilize AgencyRoot APIs.
Your Active Subscriptions
Verify your company's active subscriptions at a glance in the Your Active Subscriptions section.
This information can also be seen on the Subscriptions screen.
Accounts
By viewing the Accounts section, you can quickly determine your company's number of active and inactive accounts.
Click Manage Accounts to access detailed information.