Setting Up Affiliates

Instructions: How to Add Affiliates (Independent Partners)

This guide explains how to invite affiliates/partners who manage their own subscription.


What Is an Affiliate?

  • Not covered under your Enterprise license
  • Manages their own billing
  • Receives discounted access
  • Does not count toward enterprise seats

Use your Partner Link to invite affiliates.

When affiliates sign up:

  • They receive discounted pricing
  • Billing is handled by them directly
  • They remain connected to your agency

Why Use the Partner Link?

  • Offer discounted access
  • Share tools without covering billing
  • Keep partners connected to your ecosystem

Need Help?

If an affiliate already has an existing account and needs help linking it:

📧 help@annuitiesgenius.com

📞 949-600-7707

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