How to Add Agents

Reid Tattersall

8/4/2021 · 1 min read

You can add agents within BOSS by clicking the add menu > Advisor as shown in the image below:
Advisor Add
Complete the required information and then click Create Agent. The agent's name, phone numbers, addresses, and licenses are retrieved from NIPR.
Advisor Add
The agent you add will receive an email with their password as well as an email with their Quote & Apply website. As the user who added the agent, you'll be able to manage the agent within your BOSS account. This means you'll be able to view their cases, eApps, etc. as well as manage their contracting settings and commissions. The agent you added will only be able to see their data and will not be able to see your data.