Delegated Access allows brokers to provide a colleague with secure access to their Jarvis account. Using Delegated Access, you can grant different levels of Jarvis access to your delegate. Once enabled, you can view your delegate's last login activity and adjust their access level at any time. Getting everything set up is typically a quick and easy process for both the delegator and the delegate. If you have multiple delegates, you can choose to assign different levels of access to each delegate, if needed.

To learn more about Delegated Access, go to Jarvis > Knowledge Center > Training & Guides and review the Individual & Family Plans (IFP) Delegated Access Quick Reference Guide (QRG).

IFP Delegated Access QRG

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