Open a second office

Last updated October 16, 2026

Open another agency of your own, with the same login.

3 minutes · Owner

1

Open Settings and choose the Advanced tab.

2

Under Account, click Your offices. It lists every office your login can open, with Current beside the one you are in.

3

Press Open another agency, read what the office adds to your bill, and press Continue.

4

Fill in the setup wizard. The new office starts empty, with you as its owner.

• The wizard is the one you used the first time: see Create your office.
• Until the wizard is done, the menu at the top right lists the office as Finish setting up and its name. Pick it to go back to the wizard.
• If the page reads Opening another agency is an add-on. Contact us to turn it on., write to us through Help.

Tip. To give an outside adviser access, press the three dots beside your office on Your offices and pick Add a consultant. A consultant cannot delete the office or its data.