language

Carrier Portals

For each insurance carrier that you got contracted with, you received a welcome email with your agent writing numbers. You will need to locate these emails. Once you locate these emails, create a labeled folder in your email account to store these emails in.

Once you locate the welcome emails with your writing numbers, there will be steps on how to set-up your agent portal. You will need to follow the prompted steps.

Once your agent portals are set-up for each carrier that you are contracted with, you will need to bookmark this page because you will be visiting these pages on a regular basis.

To bookmark your agent portal page you will do the following:

  • On your internet browser, pull up the the login page to your agent portal
  • How you bookmark a webpage will be dependent on the internet browser and computer you are using
  • Typically this function will be located in the top right-hand corner of your internet browser
  • Essentially you will want to create a favorites bar so you can easily locate these portals
article

Financial Inventory List

This Financial inventory list should be saved and referred to when running appointments with clients.

Visit (& bookmark) this website: FFL Forefront | Agent Resource Center
  • In the top right, on the navigation bar, hover your cursor over Agent Hub
  • Go to Required Documents or click the link FFL Forefront | Required Documents
  • Click FEX In Home
  • The financial Inventory list should then open up in your browser.