03
For agencies and producers
Find Your Way Around The Portal
See where everything lives once your agency is active.
Step by step
10 steps
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Step 1 of 10
If your agency still has setup tasks left, a banner above your Overview lists what’s missing and takes you straight to it.
NextSign in.
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Step 2 of 10
You sign in with your e-mail and password.
NextLand on your Overview.
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Step 3 of 10
Your Overview shows this month’s sales goal and your producers’ activity.
NextOpen the menu under your name.
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Step 4 of 10
Your name opens a short menu — My Agency and Logout.
NextOpen My Agency.
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Step 5 of 10
My Agency opens on My Producers — everyone who sells for you.
NextCheck your lines of coverage.
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Step 6 of 10
Lines of Coverage shows what you’re approved to sell.
NextCheck your programs.
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Step 7 of 10
Programs shows the carrier programs your agency belongs to.
NextCheck your payment information.
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Step 8 of 10
Payment Information holds your tax form and bank account.
NextCheck your Wallet.
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Step 9 of 10
Wallet shows what you’re owed and your payout history, once your tax form and bank account are on file. Producers don’t have a Wallet — only the agency does.
NextCheck your security settings.
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Step 10 of 10
Security is where you manage your password.
NextManage your producers.