Co-agent workflow for insurance CSRs and producers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

How do CSRs at my brokerage get access?

Add them to your team in Account → Team. Each takes a seat at your plan's price and works on the brokerage's client files, or only the files assigned to them if you turn that on.

How many co-agents can access one client file?

One, from outside your brokerage, scoped to that client's shared items.

Can a CSR approve client uploads?

Yes, if the co-agent has access to the client record. Producers and CSRs can approve or reject checklist submissions per your brokerage workflow.

Does Hivi-X replace multi-seat BMS licensing?

No. Hivi-X team seats cover document collection, with owner, admin and staff roles. Policy, accounting and carrier work stay in your BMS.

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