Support Suite - Agent Portal Basics

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Category: Agent Portal Basics

Articles in this Category

Signing In To the Agent Portal Signing In To sign into the agent portal, visit insuranceadmin.com/agent/. Then enter your email address and password. If you select, "remember me", you will remain logged in. Make sure you only chec...
Invitation Codes You can contract agents under you by providing them with invitation codes. These codes set the agent's commission levels and binds them to you as your direct downline. You may generate a code for any ...
Resetting a Password Please use the following steps to reset your password for the agent portal: 1. Navigate to: https://insuranceadmin.com/agent 2. Click "Forgot Password" in the upper right hand corner of the login b...
Registration Registrations are tied to your contract with the carrier, and registrations are by invitation only. Contact your marketer if you need an invitation code. If you have been provided with a contracting l...
Hierarchy Change To change an agent's hierarchy please follow steps below in agent portal. You must be the current direct upline of the agent being moved. 1. Please login to the agent portal at https://insuranceadm...
Change Bank Request For security reasons, our staff is not able to make changes to an agent's banking and payment information. You can initiate these changes by completing the following steps: 1. Login to the agent ...
AML Training AML Training can be completed by following the steps below: 1. Login to the agent portal at https://insuranceadmin.com/agent 2. Select "General Information" from the navigation menu and then select...
Review and Request State Appointments You can view the licenses and state appointments that we have on file for you by following the steps below. Your Licenses and Appointments: 1. Login to the agent portal at https://insuranceadmin.co...
Update Login & Contact Information You can update your login/contact information (address, email, phone) from the agent portal by following the steps below. 1. Login to the agent portal at https://insuranceadmin.com/agent 2. Selec...
Download Copy of Contract Contracts can be downloaded from the agent portal by following the steps below. 1. Login to the agent portal at https://insuranceadmin.com/agent 2. Click "Contracting" in the navigation menu and th...
Add Product to Downline Please follow the steps below to add a product to a downline agent: 1. Login to the agent portal at https://insuranceadmin.com/agent 2. Click "My Business" from the navigation menu and then click "...
Changing Commission Rates and Advancing Commission rates and advance terms can only be changed by the direct upline using the agent portal. Here are the steps to complete the process: 1. Log into the agent portal at https://insuranceadmin...