How can other agents within my agency collaborate on the same submission/account?
Overview
At Pathpoint, we simplify collaboration for agents within the same agency on quoting, binding, servicing, and renewing business. This guide explains how collaboration works and how to align with agency-level action items in the dashboard.
Personal vs Agency View
There are two views with your dashboard, your Personal view vs the shared Agency view. Users within an agency can filter between their individual accounts and the accounts within the agency.
Team Collaboration
All assigned users in your agency (with active logins) can view, edit, and submit quotes on shared accounts, making collaboration seamless and straightforward.
For example, team members can access submissions even if they weren’t the original creator, and any updates or bound quotes are instantly reflected for everyone in the agency.
To reduce notification clutter, the user taking the action receives the confirmation or update email and teammates can access Agency-Level Action Items on the Overview Page.
Settings
Agents can utilize multiple settings within their team collaboration settings.
Changing Account Sharing & Visibility
By default, accounts are shared with your agency. To change this for a single account, click the three dots next to it and select Change sharing. Then toggle sharing off and click Save.
Change Sharing for All Accounts
To update sharing settings for all your accounts, go to the Settings tab on your dashboard. Under Profile, you can:
Share all risks
Make all private
Choose whether new accounts are shared or private by default
If you set new risks to private, you’ll see a pop-up asking you to confirm. Once confirmed, new submissions will no longer be shared automatically.
Checking Recent Activity
When account sharing is enabled, any agent on your team can view updates on shared accounts. Click See all activity to open the Recent Activity panel on the right. This panel shows all changes made — from application creation to quote updates, policy binds, and service requests.
You’ll see every modification in one place, even if a risk was set to private after sharing. Once a submission is sent to the market, all activity is tracked automatically.
Sorting & Filtering Submissions
Users can sort accounts by owner, status, policy period, or update by clicking the corresponding label. Use the dropdowns to filter by submission or product, and apply additional filters for better organization.
Requesting to Bind for Another User
To request a bind on behalf of someone else:
Go to All agency submissions
Select the account and quote you want to bind
Click View subjectivities, review them, and ensure all are complete
Click Request to Bind
The account owner and shared users will see the request in the Recent Activity panel.
Signing Subjectivities for Another User
To sign subjectivities, the account must have a registered, licensed producer with an NPN on file.
Under Subjectivities, type or select the name of the user with the correct NPN to assign them as the signing producer. You can assign yourself or another team member.
Processing a Renewal for Another User
Users can take action on a renewal accounted started by another teammate.
Go to the Renewals tab.
Find the renewal you want to work on.
Click the three dots (⋯) next to it.
Select Change owner or Change sharing to give yourself access.
Once shared or reassigned, open the renewal and continue processing as needed.
Agency-Level Action Items
For agencies that use shared inboxes, multiple service representatives, or handle a high volume of submissions, you can view all Action Items across your agency — no matter which team member is logged in.
Pathpointer: Action Item cards expand when you hover over them for easier readability. You can also sort by date.
How to Utilize Agency-Level Action Items
Go to your Action Items dashboard.
Turn on the toggle: View all agency action items.
You’ll now see all outstanding tasks your agency needs to complete — even if someone else created the submission. Tasks are grouped by status to help you stay organized:
Submission Statuses
Awaiting E-sign: To finalize a bind request, Pathpoint requires signatures from both the agent and insured on the subjectivities packet. Learn more about completing subjectivities.
Needs corrections: Users need to correct subjectivities prior to binding. Learn how to make corrections.
Ready for payment-Insured Bill: Everything is set, just waiting on the insured to make payment. Learn how to assist the insured with making a payment.
Request to Bind (Renewals): In E&S, renewals are not automatically processed. Agents need to submit a bind request in-app. Learn more about E&S renewals.
Policy Statuses
Pending Cancellation: An account is up for cancellation unless the listed remedy is completed. Learn more about cancellations.
Compliance Required: After an inspection, you may see Critical Recommendations/Requirements or Discrepancies required with documentation. Learn more about sending Proof of Compliance.
Ready for payment- Agency Bill: Everything is set, just waiting on the agency to make payment. Learn more about making payments.
Pathpointer: Red action items are the most urgent and need immediate attention, while orange action items are tasks required to turn a quote into a policy.
FAQs
Do I need to invite my teammates to see shared Action Items?
No, once they’re added to your agency, they’ll automatically see shared tasks if the toggle is on.
What happens if we don’t turn on the Agency toggle?
Users will only see their own Action Items, Submissions, Policies, and Renewals — not tasks created by teammates.
Who has access to my renewal accounts?
Any teammates within your agency profile that you give access can view and edit renewal policies. Or you can set your submissions to be shared by default.
Can non-licensed team members sign subjectivities on behalf of other users?
Yes — as long as there’s a licensed agent (with their NPN listed in the account), a non-licensed team member can sign on their behalf. The licensed agent’s info will appear on all required documents.
What if I don’t see the licensed agent in the dropdown?
The licensed agent must first enter their NPN in their user settings.
How do we add our NPN to the system?
Go to User Settings, enter your NPN, and click save. Refresh your browser — you should now appear as a licensed agent in the dropdown.
When will I be able to track the history of a risk/account?
As soon as you submit a risk, all edits and changes will appear in the activity history automatically.
How do I know if someone edited my submission?
There are a few ways to check:
On the dashboard, click Recent Activity to open the activity panel.
Within a submission, click the history icon in the top-right corner.
On quote review, click View quote history to see a pop-up of all changes.
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