Frequently Asked Questions
- Do I Need to Register as an Agent?
- How Can I View the Non-Compliance Notes?
- How do I Upload a Certificate of Insurance (COI)? (Agents)
- How to Report a Cancellation in the Agent Portal
- How to Update Agent Contact Information (Agent Instructions)
- How to Use the Agent Portal: A Step-by-Step Guide
- My Agency Doesn't Allow Third-Party Portal Access – How Can I Send Required Documents?
- My Agency No Longer Manages This Insured’s Policies – How Can I Be Removed from the Account?
- Understanding the Different Statuses in the Portal
- Troubleshooting Error: Unable to Upload Certificate of Insurance
- Understanding Exemption Requests and Overrides
- What Does 'Non-Compliant – No Action Required/Pending Override' Mean?
- What is the Agent Portal?
- Where Can I Find the Sample Certificate?