Change Agent to Broker account

You can change your account type from agent to a broker easily at any time.

To make the change:

  • Sign into your Point2 account at
  • Click the Settings gear icon in the top right corner
  • Click Office Information
  • Below your name, select the button Broker rather than Agent (Note: you need to be at least Professional to use Broker) 
  • Click Save to save your changes

This will unlock all the features available to you as a Broker, such as the Roster Management.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request