Get Insurance Agent Portal running in four steps.

Click Get started and invite the agency manager, producer, commission specialist and reviewer who will run the pilot. Confirm each person’s organization and team member record before assigning an opportunity.

Create a representative client account and open an opportunity with an owner, expected close date and value. Record a due follow-up, then prepare a carrier commission statement with its policy number and supporting file. Submit it for a separate review.

Check the opportunity stage, statement decision, reason and attached evidence from each actor’s account. Open Operations Overview and confirm that a failed receipt can be traced to its parent opportunity. Agree who checks carrier remittance confirmation and who corrects disputed amounts before expanding the pilot.