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Partners & Carriers
Self-onboarding for carrier representatives
Carrier reps from approved email domains can complete their own profile and get routed to the right workspace.
Carrier teams grow and change quickly. Representatives whose email domain is approved can now onboard themselves, completing a profile with their region, department, and title, and are routed to the right sign-in for their carrier.
On the carrier management page, contacts can be filtered by team, region, and role, and each shows their most recent activation.
Highlights
- Domain-approved self-onboarding
- Region, department, and title
- Filter contacts by team, region, and role