When reaching out to support, services, customer success, or product teams, you’ll often be asked for your Agency’s Relationship Number. This unique 7-digit identifier (formatted as X-XXX-XXX) helps us quickly locate your agency account and provide you with the best possible service. Here’s how you can find it.
Accessing the Agency View #
To find your agency’s Relationship Number, go to Agency view (located in the dropdown in the top left corner of the side navigation bar) > Settings > Company. Under the Basic Details tab in the Company Settings, you will see the Relationship Number displayed.
Note: Each agency account has a unique Relationship Number.
Another way to locate it is by clicking the blue question mark in the top right corner of your screen. Once opened, you can find and copy the Relationship Number as needed.
Note: Only Agency Admins and Agency Owners have permission to view the relationship number.
Having this number on hand ensures that when you reach out for support, we can assist you without delay. Whether you’re troubleshooting, upgrading, or just need assistance, having this number on hand ensures a smoother experience.
Frequently Asked Questions #
What is an Agency Relationship Number? #
It is a unique 7-digit identifier, formatted as X-XXX-XXX, that support and product teams use to quickly locate your agency account.
Where do I find my Relationship Number? #
Go to Agency view > Settings > Company, then look under the Basic Details tab in Company Settings, where the Relationship Number is displayed.
Is there a quicker way to find it? #
Yes. Click the blue question mark in the top right corner of your screen, where you can find and copy the Relationship Number as needed.
Who can view the Relationship Number? #
Only Agency Admins and Agency Owners have permission to view the relationship number.
Does each agency have its own Relationship Number? #
Yes. Each agency account has its own unique Relationship Number.
Why do support teams ask for it? #
Providing your Relationship Number lets support quickly locate your account so they can assist you without delay during troubleshooting, upgrades, or other requests.
