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Broker Organization Profile

Organization Profile & Team Management

This guide explains how brokers manage their organization settings, branding, and team members in MonarkHQ.

This article applies to broker organizations. Carrier reps and employers have limited access and do not manage organizations or teams.

1. Access Organization Settings

Click Organization Profile under Settings in the sidebar.

Organization Overview

The Organization page displays key information about your brokerage:

  • Organization name
  • Organization logo
  • Office address
  • Organization ID (read-only)
  • Owner information
  • Total member count
  • Creation date

Some fields are informational only and cannot be edited.

Roles and Permissions

| Role | What They Can Do | | ---------- | ---------------------------------------------------- | | Owner | Full access to all organization settings and members | | Admin | Edit organization details and manage team members | | Member | View-only access |

Only Owners and Admins can make changes.

2. Edit Organization Details

If you’re an Owner or Admin:

  1. Open Organization
  2. Click into editable fields
  3. Update as needed
  4. Click Save Changes

Editable Fields

| Field | Description | | ----------------- | ------------------------- | | Organization Name | Brokerage or company name | | Street Address | Office address | | City | City | | State | State | | ZIP Code | Postal code |

3. Licensing & Compliance

The Organization page includes a Licensing & Compliance card with the agency details used for instant quoting and RFP submission. Owners and Admins can edit it. Members see the licenses and E&O policy read-only, and the NPN field is shown only to Owners and Admins.

Agency NPN

  1. Enter the agency's Agency NPN (numbers only, up to 10 digits)
  2. Click Save

If no agency NPN is on file, Owners and Admins see “Agency NPN required to instant-quote UnitedHealthcare in AZ, NY, CA, UT.” When a broker on your team hasn't added their own NPN, MonarkHQ sends the agency NPN with their instant quotes, so UnitedHealthcare can still return rates if the agency is appointed.

Agency Licenses

Click Add license to record a state producer license for the agency.

Agency E&O Policy

Record the agency's errors & omissions policy. Team members can choose to be covered under it from their own profile.

For step-by-step details, see Broker Licensing & Compliance.

4. Edit Organization Logo & Branding

Uploading a Logo

  1. Locate the Logo section
  2. Click Upload Logo or drag-and-drop an image
  3. Supported formats: PNG, JPG, GIF
  4. Recommended: square image, 200×200 px or larger

The logo is automatically cropped to a square.

Where Your Logo Appears

Your organization logo may appear in:

  • Broker dashboard and team views
  • Employer-facing proposals (when branding is enabled)
  • Exported proposal files

Changing or Removing a Logo

  1. Hover over the current logo
  2. Click Change or Remove
  3. Upload a new image or leave blank

5. Manage Team Members

Accessing Team Members

Click Organization Members under Settings in the sidebar.

Viewing Team Members

The Members page shows:

  • Name and email
  • Role (Owner, Admin, Member)
  • Membership status

Click a member's name to open their member page. It shows their NPN, state licenses and E&O coverage. Owners and Admins can view and edit these for any member. Everyone else can open only their own page.

Inviting Team Members

Owners and Admins can invite new members:

  1. Click Add Member
  2. In Invite Members, enter one or more email addresses, separated by commas, semicolons or new lines
  3. Click Send Invitation (or Send Invitations for several people)

New members join with the Member role.

What Happens Next

  • An invitation email is sent
  • The invite appears under Pending Invitations
  • Once accepted, the user gains access immediately
  • If an invitee signs in but isn't added automatically, they can accept from the Join your organization card on the account setup page

Colleagues who share your email domain can't sign up on their own. Signup tells them your organization is already registered and to contact the owner. Invite them from Organization Members instead.

Managing Pending Invitations

From the Members page, you can:

  • Resend an invitation
  • Revoke an invitation before it’s accepted

Removing Team Members

Owners and Admins can remove members:

  1. Locate the member
  2. Click Remove
  3. Confirm removal

Important rules:

  • Owners cannot be removed
  • Only Owners can manage Admin roles
  • You cannot remove yourself
  • Removed members lose access immediately

Best Practices

  • Add your logo early for professional proposals
  • Keep address information current for documentation accuracy
  • Remove former employees promptly
  • Review pending invitations regularly

Summary

| Task | Location | | ----------------------------------- | ------------------------------------- | | Update organization info | Organization | | Manage logo | Organization | | Invite or remove team members | Members | | View roles and permissions | Members | | Agency NPN, licenses and E&O policy | Organization → Licensing & Compliance | | A member's NPN, licenses and E&O | Members → click the member |