Broker Assignments: Why a Broker Can't See an Employee

For agents: If a broker says “I don’t see that employee,” check assignment before anything else.

How visibility works

1. Employee must exist on the employer roster (Employer Admin adds/invites them).
2. A Broker Admin must assign that employee to the broker (Partner Portal → Broker Assignments, typically via spreadsheet import).
3. Until assigned, the employee will not show in that broker’s Enrolled / In Progress lists.

Broker Admins can generally see org-scoped employees; individual brokers are limited to their assignments.

Notes

• Assignment tooling is used for certain partner programs (for example, Gallagher-style broker programs). If your agency doesn’t use Broker Assignments, escalate to support rather than inventing a workflow.
• Import failures are usually bad emails/IDs that don’t match the roster — fix the spreadsheet and re-import.