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My insurance broker left the company. Can I add someone else?
Yes, if you need to change your broker, you can do so inside the Settings.
- Click the Account icon in the lower left corner of the screen. Then click on Settings.
- Click on Users & Roles.
- At the bottom of the page, click on the three dots next to the broker you'd like to remove and click Remove.
- Confirm you want to remove this broker.