ATG Agent Portal

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ATG Agent Dashboard

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Directions: click to expand.

Welcome to the new ATG Agent Portal. Each page will have instructions pertaining to that particular page. The Agent Info page is where you can review your ATG account details, update your editable profile information, check your IT Fee status, view your signature preview, and use the signup links for Round Robin and Email Marketing. Some read-only fields are maintained through separate forms and upload processes.

Agent ID: Role: Status:
Phone: Email: ATG URL:

Agent Info

Personal Email
Phone
Street
Street 2
City
State
Zip
Country
Birthday
Emergency Contact
Emergency Phone
Relationship

Public Profile & Marketing

Title
Website
Bio
Allow Email Marketing
Round Robin

Tech Fee

Amount
Status
Last Updated
Teachable Status
Supplier Status

Calendar Appointments

    Recent Leads Touched

      Email Signature

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