Adding Brokers to Your Agency and Assigning Their Clients

Purpose

An agency brings its brokers onto UZIO so each broker can manage their own book of clients. As the agency you add brokers, keep their details current, send them registration links, and decide which broker looks after which client. Agency users can also do anything a broker or account manager can do, so you can step in on any client.

Who can do this: agency users only. Brokers cannot add other brokers.

Add brokers

1. From the global menu, click Manage Brokers.
2. Click Add Broker.
3. Choose how to add them:
• Upload Template is best for several brokers at once. Download the template, fill in every column marked with an asterisk, save it, and upload it. UZIO emails you when the file has been processed, including when rows fail.
• Enter Manually is best for one or two. Enter the broker's personal details, their identification (below), their market segment type, and their contact details, then click Save.

Identification: NPN or Sales Rep ID

Each broker is identified by either a Broker NPN or a Sales Rep ID, never both. Entering one disables the other. Broker Tax ID and carrier appointments are optional.

Each new broker receives a Welcome to email with a Register Now button. See Registering and Logging In to the Broker Portal.

Manage your brokers

Search the Manage Brokers list by name, email, contact number, NPN or sales rep ID. Each broker's actions are:

Assign clients to brokers

1. Click Clients.
2. Next to the client, click the Assign to Broker action icon.
3. Click Assign next to the broker who should look after this client.

To move the client to another broker, click that broker's Assign icon. To unassign, click Remove.

Common problems

A broker never received their registration email

Check the email address on their record with View, correct it with Edit if needed, then use Send Registration Link. The resend arrives with the subject Register to followed by your platform's name.

The NPN field is greyed out

You have already entered a Sales Rep ID. A broker has one or the other. Clear the Sales Rep ID to enter an NPN.

My template upload failed

Open the failure email, fix the rows it lists (most often a missing asterisked column or a duplicate email address), and upload again. Email addresses must be unique across UZIO, because each one becomes a login.

How do I deactivate a broker who has left?

Deactivation is not done from the broker list. Contact UZIO Support (below). The broker receives a Your account has been deactivated email once it is done.

Still stuck?

Please reach out to us at support@uzio.com or call +1-571-601-1752. Send your agency name, the broker's name, email and NPN or sales rep ID, what you need changed, and for a failed upload, the failure email.

Related articles

• Adding Account Managers to Help Service Your Clients
• Adding a Client Employer and Giving Them Access
• Getting Started on the Broker Portal