Full Book access

Full Book is an optional feature which allows the Agency Admin and select captive agents to access all contacts owned by other captive agents in their agency – not just the ones they personally created.

This access lets them update details, drugs, doctors, and pharmacies, and run quotes (and before AEP, it will also allow sending SOAs and Intakes, and enrolling).

The Agency Admin on the agency account can toggle Full Book access on or off, via their Agency tab.

They can grant this access to any agent who:

The Agency Admin themselves has Full Book access by default, and their contacts will be accessible to Full Book agents.

Agents connected using the independent join code are ineligible for Full Book.
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For any contact records owned by the agency's other captive agents or Agency Admin, Full Book agents can:

And coming soon in Full Book v2 (launching the last week of September, or sooner):

Note: If you’re a Full Book agent, you’ll see a column on your Clients and Leads list – and a field on the contact record – called First Agent. This shows the name of the agent who originally created the contact:

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