How to access your Agency Portal as an agency

Last updated: October 9, 2026

Schools can open their own Agency Portal the same way an agent would. This is useful for checking how your pricing and promotions look to agents, and for training your team.

Prerequisite

Your Agency Portal URL must already be set up. Edvisor generates it automatically — see How to create your Agency Portal URL.

Important: log out first

Log out of your Edvisor account before opening the Agency Portal, or use a different browser. If you stay logged in, the system may redirect you and you will not see the agent view.

Two ways to access

First time (Sign Up)

  1. Open your Agency Portal URL.
  2. Click Sign Up Here.
  3. Use a different email than the one on your Edvisor account.
  4. Verify your email using the link you receive.
  5. Log in with the new details.

If you already have an agency account (Log In)

If your school already has an agency account, ask the account admin to invite you as a user. Do not sign up separately — that creates a duplicate account.

Why do this

  • See how your pricing and promotions appear to agents.
  • Use the portal as a training resource for your team.
  • Catch any errors or discrepancies in how pricing or promotions show up.