What happens when we hire a new producer or open a new location, do we have to redo the whole setup?

For Insurance Agents

No, adding a producer or a new location is an incremental configuration change, not a full reconfiguration. For a new producer, you add their calendar connection (Google Calendar, Outlook, or Calendly), their carrier appointments if different from existing producers, and any specialization (personal lines versus commercial, or a particular product focus like Medicare) so call routing and scheduling account for them correctly. If they are taking over an existing phone extension or number, that number's forwarding gets pointed to their configuration; if they are getting a new dedicated line, that gets set up the same way your original number was, in about the same 5 to 30 minute window. For a new location, the setup mirrors your original agency setup: forward that location's number, connect its producers' calendars, load any location-specific carrier appointments (relevant if licensing differs by state), and add it to your routing logic if you want calls distributed by location automatically. Agencies on the Enterprise plan managing multiple locations get this centralized, meaning a new location or producer can be added to the same dashboard used to manage every other location rather than being configured as a fully separate account, which keeps reporting and carrier data consistent across the agency as it grows. This incremental approach matters for growing agencies specifically because insurance agencies often add producers or locations gradually rather than all at once, and a setup process that required starting over each time would be a real drag on growth. In practice, most agencies find adding a producer takes less time than the original setup did, since your carrier lineup and core scripts are usually already built.