Do I Need to Register as an Agent?

No, agents in our system do not need to register with a username or password. Here’s how the process works:

1. Vendor Registration: Your Insured's are the ones required to register their accounts and create a username and password.

2. Agent Addition: Once an insured has added you as their agent on file, you will begin to receive agent portal requests through our automated system.

3. Accessing the Portal: These requests will include a yellow "Go to Portal" link that allows you to access the agent portal without needing a username or password. (See Example below)

4. Portal Features: Within the portal, you will be able to:

   • Review accounts that require your action.
   • View any open requests awaiting your response.
   • Upload necessary documents.
   • View previously uploaded documents
   • Access sample certificates.
   • Report cancellations.

If you have any further questions or need assistance, please feel free to contact our support team.