Agents Tab
Agency admins can view all agents under their agency and export a list of those agents.
Agency Head users and Agency Admins can see all agents in their agency.
They cannot manually add agents to their user group.
Our development team adds users to user groups, and agents are assigned under that one particular branch code.
System Users Tab
This tab allows admins to view agent account details and manage login access.
Admins can see:
Agent email
ACA licensed states
User roles
Okta integration status
Username
Last login
Identity proofing status
Admins can also:
Activate or deactivate an agent’s MyMFG login
Send password reset links
Appointments Tab
Admins can view appointment requests submitted by their agents, including:
Appointment status
Last activity date
Writing number
⚠️ Important:
Agency Heads and Agency Admins should not rely on the Appointments tab as the source of truth for appointment status.
For the most accurate and up-to-date information:
Check SureLC
Contact Contracting at [email protected]
Contact Producer Support, [email protected]
Or call our support team, 704-568-9649
Leads Admin Tab
Leads are assigned to the Agency Head.
The Agency Lead Manager can then distribute those leads to agents within the agency.
ACA Carrier Permissions Tab (Only ACA)
This tab controls which ACA carriers and states agents can access.
If no states or carriers are selected, agents can access all carriers and all states.
If a specific state or carrier is selected, only that option becomes available and all others are restricted.
Permissions apply to all agents under the same branch code.
Permissions cannot be customized for individual agents.
Agency Settings
Admins can include agency information on all ACA consent forms that agents send to clients.