The Exchange Platform includes the following user roles:
- Agents - State certified, licensed agents/brokers. These individuals have access to manage and download their book of business, accept delegation requests, and complete all application and enrollment activities on behalf of a consumer.
- Agency Managers - State certified, licensed agents/brokers responsible for an agency or organization. These individuals have access to all functionalities of the Agent role and have the additional capability to view and search all brokers in their agency and their book of businesses. They can also add and approve administrative staff.
- Administrative Staff - Unlicensed administrative helpers for the agencies. The platform includes two levels of Admin Staff (L1 and L2). L1 Admin Staff have the ability to report changes to existing applications and begin new applications. They do not have access to plan selection. L2 Admin staff have the same privileges of L1 Staff, with the additional ability to add new agents, to edit agent information and Agent Profile tabs, as well as transfer delegation requests within the agency.
The Agent and Agency Manager roles are only available to licensed agents and brokers. Agency Managers are responsible for adding new agents and managing their agent status as well as managing their Admin Staff.