Your clients stay current. Your agents start prepared. Your agency stays connected.
VitaLink helps agencies, IMOs, FMOs, and LOA groups create a consistent client-facing workflow around annual-review readiness, client retention, referrals, and agent adoption. This page remains available for organization access details; the main agency story now lives at /for-agencies.
How RSM/Office-Managed Access Works
When your office covers VitaLink access for your agents, your organization's RSM controls that access - not the individual agent alone.
If an agent's employment or contract ends, an RSM can deactivate that agent's login immediately from the RSM dashboard. Client records tied to that agent's account remain intact; they are not deleted or altered when access is deactivated.
Deactivate access, preserve the record, and keep a cleaner continuity path for the organization.
Built For Teams That Manage Multiple Agents
Organizations supporting multiple agents across a larger distribution structure.
Agencies that want agent access managed through an office-level structure.
Licensed Only Agent groups that need a cleaner way to manage agent access.
Regional Sales Managers overseeing connected agent teams.
What RSMs Can Do Today
This reflects current VitaLink functionality, not future roadmap copy.
- View a roster of all agents under their organization
- Deactivate an agent's login access without deleting the account
- Reactivate a previously deactivated agent
- Export an individual agent's client data
- Choose office-paid billing or agent-paid billing
- Enroll new agents through an invite link, QR code, or generated unlock code
- Request client reassignment as a manual support process when needed
What This Does Not Currently Do
VitaLink does not currently provide full CRM-style browsing of an individual agent's client list from the RSM dashboard. RSM access is roster, billing, activation, and export focused.
Client reassignment is not currently a self-service dashboard action. If a deactivated agent's clients need to be reassigned to another agent, that is handled as a manual request.
The RSM dashboard deactivates and reactivates access. It does not delete agent accounts.
Want To Manage VitaLink Across Your Organization?
Talk with us about agency deployment, RSM-managed access, office billing, annual-review readiness, and how VitaLink can support your agent team.