Manager Transfer Self-Service: More Control, Less Administration

Written by Adam Strohm | July 01, 2026

What's New

Managing organizational changes just got easier.

Insurance managers can now transfer candidates and managers directly within their hierarchy through our new Manager Transfer Self-Service functionality. Released July 1, this enhancement puts more control directly into managers' hands and reduces the need for manual support requests.

See the new functionality in action:

What Managers Can Do

Using the new Transfer Candidates tab within the manager portal, managers can:

Move candidates between managers
Transfer managers within their hierarchy
Receive email confirmation of completed changes

These updates make it easier to accommodate staffing changes, organizational restructuring, and manager transitions

Important Considerations

Before using transfer functionality, managers should keep the following in mind:

Transfers are limited to existing hierarchy structures and do not support lateral hierarchy tranfers
Email summaries are automatically sent after changes are made
Organizations using cohorts or group-based structures should carefully review manager transfers before making changes

These best practices help ensure reporting and organizational visibility remain accurate.

Why We Built It

This enhancement was developed to reduce administrative burden and give managers greater flexibility when managing learners across their organization.

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