A recent update in the “Accounts” section now allows users to assign agents to multiple accounts simultaneously.
Use Case: To expedite and simplify the process of assigning agents to multiple accounts simultaneously within an agency.
Navigation:
- Navigate to Accounts.
- Select the desired number of multiple accounts.
- Click on Assign Agent.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15102841/image3-2-1024x472.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15102838/image2-2-1-1024x471.png)
Note: Upon successful assignment, a confirmation popup will appear.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15102835/image1-2-1-1024x470.png)