Choose which carriers each partner can work with

Control which carrier records and workflows each partner organization can see.

Not every partner sells for every carrier. Administrators can now choose which carriers each partner organization has access to, and the partner sees only those carriers' records and workflows.

Highlights

Carrier access per partner
Only relevant records and workflows shown

Carrier programs

See it in the platform.

Get a walkthrough of this release and the rest of the connected Claddio platform.

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