Bulk Seat Invite

Use sorting in combination with your existing client list filters to narrow down the selection.

Review and Invite Order

Choose which clients receive the available seats first:

• Alphabetical — last name from A to Z
• Most recently touched — recent client conversations first
• Newest added first — recently created client records first

You can also add one optional message. The same message is included in every invite email in that batch. Select Provide seats to reserve the seats and send the emails. If the practice runs out of seats, the remaining clients are skipped in the chosen order.

Sending Invitations

Each eligible client receives an email with instructions to accept the paid seat and connect their account. If a seat is reserved but an email provider does not deliver the message, the result calls that out and directs you to Seats to manage or resend it.

Skipped Contacts

Some contacts may be skipped even if they're within your seat cap. Each skipped contact shows a reason:

After Invitations Are Sent

Invited clients show Seat invite pending beside their name until they accept. Manage outstanding invites, including resends, from Practice → Seats.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.