Enabling the Individual to Business Request (Admins)
Admins may enable access for a producer/agent to do this request. To do this:
1. Navigate to the user's profile via the 'Members' tab, or any profile link.
2. Once you've opened a producer's profile, select the option titled 'Request Permissions'
3. Select the option labeled 'Individual to Business Conversion' and check the box.
Once completed, you may instruct the agent to visit their account and then follow the instructions listed here.
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