I got Married/Divorced. How do I Update this Information in the System?
Agents can upload and update their information on their agent portal located on their OKTA dashboard.
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Mentor Program Information
Mentor Program – How to Become a Mentor and How to Request a Mentor Our Mentor Program is scheduled to launch in Q3. In preparation, please review the information below on how to request a mentor. Becoming a Mentor If you are interested in becoming ...
How Do I Add my Bank Information?
Bank information can be updated/changed by visiting Brokerage Engine located on your Okta dashboard.
When Can I Expect to See an Agent in my Downline?
Joe added me as his sponsor but I don’t see him in my downline. When can I expect to see him show up? For your entire upline to be updated, it will take at least one revenue share cycle. For new agents, their dashboard with their sponsor information, ...
How do I reach my Broker?
You can find your State Broker information on the Marketing Hub.
Does ROA Carry E&O Insurance?
ROA provides comprehensive Errors and Omissions (E&O) Insurance coverage for claims arising from Professional Service as defined in the E&O policy. Please check Sections I-K of your ICA for more information. Some States may require additional ...