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.

This lets Full Book users update details, drugs, doctors, and pharmacies, run quotes, send SOAs and Intakes, and submit enrollments across the agency's captive book.

This feature is designed for captive shops that share contact records.

The Primary Admin on the agency account can grant Full Book access via their Agency tab.

They can grant this access to any agent who:

The Primary Admin and Promoted Admins get Full Book by default. Agents connected using the independent join code are ineligible for Full Book.
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For contacts owned by the agency's captive agents or Admins, Full Book agents can:

Here's an illustration of how Full Book works.

By default, Admins get Full Book access to Contacts in captive downline accounts.

The Primary Admin can grant Full Book access to some or all of their captive downline agents, but not their independent agents.

Here's an example where Captive agent 1 has been granted Full Book, so has access into the Admin's account, and Captive agent 2's account:

Here's an example where all Captive agents have been granted Full Book. So, all Captive agents and the Admin have access to each other's Contacts.

Edits to the Contact records made by agents with Full Book access are added to the Contact's Activity log, with the name of the agent who made the edit. Learn more

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