Agent Portal Documentation

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 check this box if you are on a computer that only you have access to.

Resetting Password

If you need to reset your password, you can click the, "forgot password" link from the login page. Then you will need to provide your email address. A temporary password will be sent to you.

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 link, follow it to register and start your contract. If you have been given a 5 digit contracting code, visit insuranceadmin.com/contract/ to enter it.

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 commission level beneath you and send each code to as many agents as you want.

To generate a code, log into the agent portal. From there find the "Invitation Codes" link under the, "Contracting" menu. If you haven't already done so, you must generate a code before you can use it.

The codes come with links that you can use in emails, web pages, or other marketing materials.

If you want to rescind a code and stop anyone from using it, you can delete it. But anyone who has already used it will not be effected.

Steps for the direct up-line to create invitation link

• Login into contracting portal at Here.
• Under "Contracting" menu, select "Invitation Codes"
• Select desired commission schedule and advance options for the agent you wish to contract
• Copy "Contracting Link" and send out to agent. Alternatively, codes can be emailed from our system by clicking blue email button next to the link
• Agent can now follow the link to fill out their information and submit their new contract

Pending Contracts

The pending contracts list shows people who have used one of your codes and what is the status of thier contract. Once the agent is fully appointed, you will be able to see them in your "Downlines" section.

Becoming Contracted

To become contracted, you must use an invitation code or link provided by your upline. You will be directed to a page where you can register. Make sure you have the following items ready.

• Proof of E&O Coverage
• AML Certificate or SCreen Shot
• Bank Account Information

Now follow the link provided and select if you will be contracting as an individual or on behalf of an agency.

Provide your Tax Id (SSN or EIN) and we will confirm your eligibility through NIPR. Once we have identified you and determined your NPN number, you will create a username and password for registering and using the agent portal.

Fill out the questionnaire to populate your online contract. Provide any required documents and sign the signature pad using your finger or a mouse. A pdf version of the completed contract will be provided for your review. When you are satisfied that it is complete and if you agree to all the terms and conditions, you can submit it for final review and appointment.