What does each role mean when adding a Team Member to my agency?

Each role provides a different amount of access to information within your agency. When adding your staff select the role that fits the closest

When adding a team member, you will be asked to specify which role you'd like your team member to be added under.

Below is the access given for each role:

Producer Access: Team Members with this access level have limited permissions, allowing them to view renewals, policy data, the agent profile, and documents. They can utilize the carrier dashboard for bridging, quoting, and binding. This role is suitable for producers and CSRs within your agency.

Principal Access: Team Members with this access level have the same abilities and views as the current Principal Agent role. This access level is ideal for Office Managers, Accountants, and any other team members you want to assist in managing agency information and carrier appointments with First Connect.