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Remove an agent / make changes to agent roles

NOTE: User roles should not be removed until the agent has filed all necessary reports.

To make changes to the agent roles:

  1. Log in to your account at
  2. On My Home Page, click Account Maintenance.
  3. Click Agent Authorization.
  4. Click Search. The Results page displays a list of agents who are currently authorized on your account.
  5. Under Agent Name, click the name of the agent you want to remove or change. The Agent Details page displays, showing the roles assigned to that agent.
  6. Click Update.
  7. Make the necessary changes.
  8. Click Save.

To remove the agent from your account:

  1. On the Agent Details page, enter the date you want the agent's access to end in the Effective End Date field.
  2. Clear the check boxes for all roles.
  3. Click Save.
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