Account & Security
Team Members
Invite colleagues and manage team access.
InsureSignal supports team accounts so multiple people in your organization can access licensed leads.
Inviting Members: Go to Settings > Team > Invite Member. Enter their email address and select a role (Admin, Member, or Viewer).
Roles: Admins can manage billing and team settings. Members can purchase and access leads. Viewers can only view existing leads.
Shared Leads: All licensed leads are shared across the team. Any team member with the appropriate role can view and export licensed leads.
Removing Members: Admins can remove team members at any time. Removed members lose access immediately.