> ## Documentation Index
> Fetch the complete documentation index at: https://docs.generalmagic.insure/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your brokerage

> What Edward needs from you to get started, what General Magic sets up for you, and how to access your admin account.

Setup is a partnership: you provide the documents and carrier access, and General Magic turns them into a searchable, verified underwriting library. This page explains who does what.

## What we need from you

To build your workspace, share the following with your General Magic contact:

<Steps>
  <Step title="Your carrier documents">
    The underwriting **manuals** and **policy documents** your team relies on today. These become the authoritative source Edward answers from.
  </Step>

  <Step title="Supporting documents">
    Bulletins, payment plans, and policy wordings that update or supplement your manuals. Edward treats newer documents as overriding older ones.
  </Step>

  <Step title="Carrier access">
    The access needed to keep your documents current over time, so your library doesn't drift out of date.
  </Step>

  <Step title="Your team's structure">
    Who needs access, and which carriers, products, and regions each person works with. This lets us pre-scope access before your team logs in.
  </Step>
</Steps>

## What we set up for you

Behind the scenes, your General Magic contact:

* **Creates your brokerage workspace:** an isolated environment that only your team can see.
* **Creates your admin account:** the first account, with full admin rights.
* **Ingests your documents:** each document is processed, indexed, and tagged with its carrier, product, region, and date.
* **Verifies your documents:** a person reviews each document's details before it goes live. A document only becomes searchable once it's verified.

<Info>
  Verification is what keeps Edward trustworthy. Until a document is reviewed and marked verified, it won't appear in any answer, so your team never gets an answer from an unchecked source.
</Info>

## Accessing your admin account

Once your workspace is ready, you'll receive an invitation to sign in. Your admin account lets you:

* Invite and manage your team
* Set what each broker can access
* Upload and manage documents
* See the full document library for your brokerage

<Card title="Next: invite your team" icon="users" href="/edward/admin/team-access">
  Add brokers and assign each one the right carriers, products, and regions.
</Card>