Agent and agent administrator user roles
Finding an agent in ClientManager
ClientManager requires each user type to have a separate account. If you are both an agent of record (AOR) and an agent administrator, you'll need 2 separate Agent Center accounts.
Why are agents and agent administrators different?
Agents can complete all tasks in ClientManager:
- Application forms
- Agent acknowledgement
- Enrollment forms
- New/renewal group exception letters
- Create and assign groups to themselves
- Quote groups
- And more
Agent administrators do all of the above except complete the agent acknowledgement or assign groups to themselves.
Note: Users who click "Start" to begin a form must complete that form. You can't start an individual form and leave it for someone else to finish.
Setting up a second account
Use the agent account request form to create your second account. Go to the form.
