What is the Agent Portal?

This guide outlines the steps for agents to access and use the agent portal, along with an overview of its features and limitations.

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How Agents Log Into the Portal

1. Email Invitation:

   • Agents receive an email with a link to access the portal.

2. Access the Portal:

   • Click the GO TO PORTAL button in the email.
   • This link provides a direct connection to the insured’s account.

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Features of the Agent Portal

What Agents Can Do:

• Upload Documents: Submit certificates, endorsements, and other relevant documentation.
• View Document History: Review previously uploaded documents.
• Access Policy Information: View policy numbers and expiration dates.
• Monitor Compliance Status:
  • See non-compliant notes.
  • View compliant assignments.
• Review New Requests: Address requests for additional or updated documentation.
• Report Changes:
  • Notify if they are no longer the agent for a specific policy line.
  • Report policy cancellations due to non-payment.
• Engage with Support:
  • Use the Chat with Care Team feature for real-time assistance.
• Learn and Provide Feedback:
  • Take a tour of the agent portal.
  • Provide feedback on their experience with myCOI.
• Update Contact Information for their Agency

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What Agents Cannot Do:

• Delete Documents: No option to remove uploaded documents.
• Edit Information: Unable to modify account or policy details in the portal.
• Submit Override Requests or Notes Independently:
  • Agents can only submit notes if they are uploading documents at the same time.

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By understanding these features and limitations, agents can use the portal effectively to manage compliance and communication with myCOI.