How to Invite Insurance Agents

Interested in partnering with Insurance Agents on Homebot? Learn how in this article.

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Written by Homebot
Updated over a week ago

At Homebot, we're all about partnership! Now from your Agents tab, you can invite Insurance Agents to partner with you on Homebot! Just like Real Estate Agent co-sponsorship, Insurance Agents will sign up for their own account, and you'll be co-branded across all of their digests.

Watch this quick video (or follow the steps below) to start inviting insurance agents!

Please note: Insurance Agents can only join Homebot through an invitation from a lender! To invite agents, a Pro account is required - upgrade today by inviting an agent!

From your navigation bar, select Agents, then select the Invite subtab:

Click on the 'Insurance Agents' option to invite them directly or share a link with them to join!

Once the insurance agent receives their invitation and completes the signup process, you'll be notified. Be sure to reach out to your insurance agent and ensure they get their clients loaded!

If you have any questions, don't hesitate to send us a chat using the pink icon in the right-hand corner.

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