Prepare the list, then review it
Paste Officer email addresses or upload the supported roster file. Review recipient validation before sending. The workflow identifies invalid addresses, duplicates, already-approved Officers, and existing invitations so the company can see what will happen before confirming.
Approve the right person—not anyone with a link
An eligible existing Officer account receives company approval when the company confirms the reviewed batch. A new Officer receives approval after completing account setup with the invited, verified email address while the invitation is valid. The Officer’s agency state must match the company’s state. Forwarding an invitation does not remove the account-identity requirement.
Track invitations separately from the roster
Review pending, joined, expired, cancelled, and failed invitations, with controlled resend and cancel options. Invitations are sent individually rather than exposing a mailing list. Sending an invitation is not proof of email arrival or account completion.