Learn how to log in as an agent and complete your portal information.
Click below to jump to the section you'd like to learn more about:
- How do my producers log in to the portal?
- How your producers navigate the portal
- How do my producers can complete their producer details?
- How do I log in to the portal as the agent portal user?
- Troubleshooting Tips: when your producer can't save their producer detail in the portal
- Further education & training
How do my producers log in to the portal?
After you invite your producer to the portal, they can follow the below steps to log in and complete the necessary information. Not sure how to invite your producer to a portal? Click here to learn how!
Step 1: Your producer will receive a customizable email welcoming them to the portal and a link to create a password for the portal.
Helpful Tip: This email will contain your producer's unique username. Please ensure that they hold onto their username for future log ins.
Step 2: When your producer clicks the email link, they'll be directed to create a portal password.
Your producer is now registered for the portal and has access to log in. To learn how agents navigate the portal, keep reading.
How your producers navigate the portal
Step 1: Once the producer is logged in to the portal, they can view all active licenses and carrier appointments by clicking the tabs labeled Licenses and Carrier Appointments.
Please Note: Portals are customizable, so tabs may have different labels or may not be visible. Please reach out to support@agentsync.io if you need help navigating your portal.
Step 2: When your producer is logged into the Portal, they should see a section labeled Manage Producer Detail Record. This is where they will enter the necessary information to transact. If your producer is new to the portal, this option will only show a Start button. After they've started, they will have the option to Update or View. Upon completion, your producer will see four green checkboxes next to each information section.
Please Note: If your producer needs to update their state-specific background questions, they should log into the portal, select the update option, and then proceed by clicking Save & Next through the sections on biographic information, employment history, address information, and non-uniform questions in order to make the necessary updates.
How producers can complete their producer details
To ensure your team can effectively apply for and renew licenses in AgentSync Manage, it is essential that your agent(s) complete their producer details accurately. Here’s a step-by-step guide on how to do this:
Helpful Tip: Your producer cannot skip to a certain section in this flow, even if they are making updates. The only way to move forward is to click the Save and Next button.
Step 1: Biographic Information: Your producer is prompted to add their SSN, gender, and confirm birthdate. Click Save & Next.
Step 2: Employment History: Your portal user is then brought to complete their employment details here. Click Add. Employment details must be in chronological order with your current employer listed last. If there are employment gaps, use placeholders like "unemployed" or "in school."
Step 3: Address Information: The next step is to review and edit the pre-populated contact information from NIPR, with an option to match mailing and business information to the resident information by checking a box. After all address information is added or confirmed, click Save & Next.
Step 4: Non-Uniform Background Questions: Next step, background questions. Producers can complete their background questions here by clicking Yes or No. Then, click Save & Next.
Helpful Tip: Do any of the responses require submitting supporting documents? Click the NIPR's Attachments Warehouse link in the portal to submit any supporting documents.
Step 5: State-Specific Background Questions: After, your producer is prompted to complete state specific questions, they must then click Finish.
Producers can view their completed information in their portal when complete. To make updates, select the Update button under the Manage Producer Detail Record section. Admins can also make updates on behalf of agents by clicking Update, if needed.
How to log in to the portal as the agent portal user
Is your portal user having an issue and you want to see what they are seeing? Here is how to login as a portal user.
Step 1: Navigate to your producer's Contact record by typing their name in the Global Search Bar at the top of your screen.
Step 2: Click the name of your producer with the label Contact under the name.
Helpful Tip: Don't see your producer's Contact record in the preview? Try clicking Show more results for at the bottom of the preview.
Step 3: Click Log in to Experience as User in the top right corner.
Don't see log in to experience as user? This is either because:
- You may need to click the down arrow more dropdown to see the full set of options
- The producer was not yet invited to the portal.
- You may not have the permissions. If either the last two are the case, email us at support@agentsync.io and we will assist further
You will now have an identical view of the portal as that specific producer. To navigate back to the Manage section, please click the back button in your browser, or alternatively, you may open Manage in a new tab.
Troubleshooting Tips: your producers(s) are unable to save their producer detail in the portal
Is your agent having issues with completing the producer detail in the portal? Here are a couple troubleshooting steps they can try:
- Ask your producer to zoom out (CTRL & -) if the Portal flow appears large in their browser; this often allows them to proceed to the next page. After completing the producer detail, they can reset the zoom with CTRL & +.
- Does your producer have employment gaps? This can prevent the producer from moving forward after employment history. Please label all employment gaps as "unemployed," "school" or any other placeholder per NIPR rules.
- Is your producer using a chrome browser? Please ask your producer to use the Chrome browser to complete their producer details.
Still having issues? Email support@agentsync.io for assistance
Further education & training
Want to learn more about our internal portals? Check out our Getting Started with AgentSync for Agencies and Internal Agents: Basic Navigation micro-course in AgentSync Academy!