CLIA - Agent Approval

Check that agent is an active customer in HubSpot

Log In to CLIA Website

Click My Company Profile

 

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Review Pending Agent Memberships

  • Scroll down to pending agent memberships
  • Verify the agents is an active agent.  
  • Select approve from the drop down and once the confirmation window pops up, select confirm.  **Do not auto confirm**

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The cards will take 3 weeks to process and then will ship to the agent member's house directly.