What should an Agency Manager do to add a new broker to their Agency account?

The appropriate action for an Agency Manager to take when adding a new broker to their Agency account is to initiate the creation of the broker's account through the Add a New Agent page. This process is specifically designed to ensure that new brokers are properly integrated into the existing agency structure while maintaining compliance and operational efficiency.

Utilizing the Add a New Agent page enables the Agency Manager to directly oversee and control the account setup, ensuring all necessary information and documentation are provided and accurately entered. This method also streamlines the onboarding process and can help prevent potential issues that might arise from independent account creations or third-party involvement.

While advising the broker to create their own Agent account or reaching out to Pennie for assistance might seem beneficial, these actions could result in delays or complications in the account setup. The optimal path is for the Agency Manager to proactively manage the addition of new brokers to maintain organizational coherence.