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Viewing & Updating Your Producer Profile

This article will guide you through the process of viewing & updating your producer profile, ensuring that the information is up-to-date and reflecting your current information.

Viewing Your Producer Profile:

To begin, follow these steps to access and view your producer profile:

  1. Log in to your AgentSync Contracting account using your credentials. Welcome back!

  2. Navigate to your producer profile: The system should automatically bring you to your Profile, but if not look for the designated section or tab that represents your profile. This is located beneath your name and NPN.

  3. Personal information from Manage or NIPR: Your producer profile pulls in most of the information from Manage (if you're a Manage customer), or from NIPR. This ensures that your profile contains accurate and up-to-date information.

  4. Review the information: Within your producer profile, you will find various sections with specific details. These may include personal details, licenses, driver's license information, FINRA credentials, payment details, insurance (E&O), and trainings/certifications.

Updating Your Producer Profile:

Keeping your producer profile up-to-date is essential for accurate record-keeping and maintaining compliance. Follow these steps to update your profile information:

  1. Log in to your AgentSync Contracting account using your credentials.

  2. Navigate to your producer profile: Access the designated section or tab that represents your profile.

  3. Locate the specific information you wish to update: Review the various numbered sections within your profile and identify the information you need to update. 

  4. Make the necessary changes: Edit the relevant fields and ensure that the updated information is accurate by clicking the pencil icon.

  5. Save the changes: Once you have made the necessary updates, save your changes to ensure that your profile reflects the new information.

Accessing Contracting from the Producer Profile:

To return to the Contracting section after viewing or updating your producer profile, follow these steps:

  1. Navigate to the top left corner of your screen.

  2. Select "Go to Contracting": Look for the option labeled "Go to Contracting" or a similar phrase. This will redirect you back to the Contracting section of your account.