Creating your Producer Profile Account

To access AgentSync Contracting, you need an invitation from an organization through a self-registration link or email. Depending on how you received your invitation, follow either section A or B below. Section A is for those who received a self-registration link, while section B is for those who received an email.

A. IF you received a self-registration link:

1. Simply click on the provided URL to activate your profile and gain access to the platform.
2. Click Don't have an account? Sign up,
3. Enter the following information in the respective fields:
   1. Email address
   2. First name
   3. Last name
   4. Check the box to agree to AgentSync's Privacy Policy and Terms & Conditions
4. Click SIGN UP. 
5. Verify your email address by clicking SET UP, entering your email address and clicking Next. 
6. You will receive an email with a verification code. Click Verify your email in the email from Okta, or copy the verification code from the email, click Enter a verification code instead and pasting the code into the system. 
7. Click SET UP under Password.
8. Enter a new password twice and click NEXT.
9. Set up your phone number by clicking SET UP.
10. Enter in your mobile phone number and click on the option RECEIVE A CODE VIA SMS to receive a verification code on your registered mobile number.
11. Check your SMS inbox for the Verification Code you just received.
12. Enter the Verification Code in the corresponding field and click VERIFY.
13. Review the Terms and Conditions, check the "I agree to the terms and conditions" checkbox and click "CONFIRM AND CONTINUE".
14. After successfully logging in, it's important to complete your profile by providing your personal information. This helps ensure that the organization has accurate details about you. Enter in your NPN, SSN, First Name, and Last Name and click Verify. Once you've filled out your profile, you'll be able to access the organization's details, contract specifics, and any 'tasks' assigned to you.
    1. If the verification process  takes more than a couple of minutes, perform a hard refresh on your internet browser. 
    2. The tasks assigned to you may include contracts that require your attention to move forward or a comprehensive view of active, terminated, or pending contracts. You'll have full access to all the information you need to get started with ease.

B. IF you received an email invitation: 

1. Your will receive an email with the subject line Welcome to Okta! Click the link in the email that says Activate Okta Account. 
   1. The activation link is only valid for 7 days. If the link is not clicked within 7 days it will expire. 
2. Click SET UP under the Password section.
3. Enter in a password that meets the outlined criteria twice and click NEXT.
4. Click SET UP under the Phone section.
5. Enter your mobile phone number and click RECEIVE A CODE VIA SMS.
6. A verification code will be sent to your mobile phone. Enter the code and click VERIFY.

7. Enter in your NPN, SSN, First Name, and Last Name. Click VERIFY INFORMATION.

   1. If the verification process takes more than a few minutes,  perform a hard refresh in your internet browser. 

8. Click NEXT: JOIN AN ORGANIZATION.
9. Click ACCEPT under the organization name you've been invited to join.
10. Review the Terms and Conditions, check the "I agree to the terms and conditions" checkbox and click CONFIRM AND CONTINUE.
11. After successfully logging in, you'll need to complete your profile by providing your personal information. This step is necessary to ensure that the organization has accurate information about you. To do this, click your name in the top left corner of the page & click Go To Profile. Click the pencil next to Personal Details and complete the information. Once you have filled out your profile, you will be able to access the organization's details, contracts, and any tasks assigned to you.
    
    1. These tasks may include contracts that require your attention to move forward or a comprehensive view of active, terminated, or pending contracts. You'll have full access to all the information you need to get started with ease.

Email Invitation (Example):