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Broker Profile Settings

Your Broker Profile & Account Settings

This guide explains how brokers manage their personal profile, organization access, and login settings in MonarkHQ.

1. Access Your Profile

You can access your profile in either of these ways:

Click User Profile under Settings in the sidebar.

The profile page is split into tabs:

| Tab | What it holds | | ---------------- | ---------------------------------------------------------- | | Overview | A summary of your profile, licenses, E&O and organizations | | Personal details | Your name, email and NPN | | Licenses | Your state licenses | | E&O coverage | Your errors & omissions coverage | | Organizations | The organizations you belong to and your role in each |

Unsaved edits are kept when you switch between tabs.

Profile Information

Your profile includes:

  • Full name (displayed to employers and carriers)
  • Email address (used for login)
  • User type (broker, carrier rep, employer)
  • Account creation date
  • Organization memberships (shown when you belong to more than one organization)
  • National Producer Number (NPN)
  • Licensing & Compliance: your state licenses and errors & omissions (E&O) coverage

2. Edit Your Profile

Editable Fields

| Field | Editable | Notes | | ------------------------------ | -------- | --------------------------------------------------------- | | Full Name | Yes | Appears in emails and proposals | | Email Address | No | Contact support to change | | User Type | No | Assigned by the system | | National Producer Number (NPN) | Yes | Required for UnitedHealthcare rates in AZ, NY, CA, and UT |

Update Your Name

  1. Open User Profile and go to Personal details
  2. Edit your Full Name
  3. Click Save Changes

Add Your NPN

Your National Producer Number (NPN) is sent to carriers when you instant-quote. UnitedHealthcare validates it and, in AZ, NY, CA and UT, returns rates only for an NPN appointed with them. Other carriers quote normally without one, and quoting is never blocked.

  1. Open User Profile and go to Personal details
  2. Next to National Producer Number (NPN), click Edit
  3. Enter your NPN and click Save Changes

If you haven't added your own NPN, MonarkHQ sends your agency's NPN (set by an Owner or Admin on the Organization page) when you quote. On medical quotes in AZ, NY, CA or UT, a dismissible reminder may appear with Add your NPN, plus Add agency NPN when the agency has none.

Licensing & Compliance

Licensing & Compliance is split across two tabs:

  • Licenses tab: click Add license to record a state license (state, license number, effective and expiration dates, resident license, and an optional document). Each license shows a status: Expired, Expires in N days (within 60 days), or No expiry.
  • E&O coverage tab: choose Covered under agency E&O or Separate individual policy, and enter your policy details if you have your own.

Owners and Admins can also view and edit these for any team member from Organization Members. See Broker Licensing & Compliance for the full walkthrough.

Multiple Organizations

If you belong to more than one organization, your profile shows:

  • Each organization
  • Your role in each
  • Join date
  • Current active organization

Switching Organizations

To change which organization you’re working in:

  1. Click the organization name in the sidebar/header
  2. Select a different organization
  3. The dashboard reloads with that organization’s data

3. Update Your Notifications

You may receive email notifications for:

  • Carrier offer submissions
  • Employer proposal activity
  • Team invitations
  • Organization updates
  • System announcements

If notification preferences are available, they appear in Profile settings.

4. Manage Account Access & Security

MonarkHQ uses secure, email-based login:

  • No passwords to manage
  • Your email is your identity
  • Login links are time-limited and encrypted

Changing Your Email Address

Email changes require support:

  1. Contact MonarkHQ support
  2. Request the email update
  3. Verify your identity if prompted

Signing Out

To sign out of your account:

  1. Click Sign Out at the bottom of the sidebar

This is recommended when using shared or public computers.

Troubleshooting

I can’t edit my name

  • Make sure you clicked Save Changes
  • Refresh the page and try again

I can’t switch organizations

  • Confirm you’re a member of more than one organization
  • Ask an Owner to invite you if needed

I need to change my email

  • Email changes are handled by support only

Summary

| Task | Location | | ------------------------------ | -------------- | | Update your name | Profile | | Add your NPN, licenses and E&O | Profile | | Switch organizations | Sidebar/header | | View org memberships | Profile | | Sign out | Sidebar |