How to Add a Licensed Life and Health Specialist

If the Life and Health specialist is not dedicated to your agency and is affiliated with other Agencies, then the AgencyZoom account admin will need to add them as an affiliated licensed Life and Health specialist. Otherwise, the AgencyZoom account admin can grant "Life and Health licensed" role to a dedicated staff member.

In this article, we will show you how to add both account types.

 

Adding an Affiliated Life and Financial Specialist

  • Go to My Agency from the main menu
  • Click on + Affiliated Life & Health Specialist 
  • Complete the mandatory fields and click Save

AgencyZoom will automatically email them their credentials and login instructions.

 

 

 

 

Edit Permissions to Add Life & Health permissions

  • Go to My Agency from the main menu
  • Click on About My Agency
  • Scroll the Staff Members section
  • Click the name of the person you'd like to edit
  • Add Life and Health permission then save

Note: The user must log out and log back in for the new permission to take effect.

 

 

Still have questions? Contact Support.

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