Portal User Administration
Policyholder Help Articles
- How do I get access to additional portal user roles? [Policyholder Help Article]
- What portal roles can be assigned to the account? [Policyholder Help Article]
- How do I remove a Policyholder Portal user? [Policyholder Help Article]
- How do I add or remove permissions for a registered user? [Policyholder Help Article]
- How is the Policyholder portal account administrator for my policy determined? [Policyholder Help Article]
- Can I disable one of the types of email notifications? [Policyholder Help Article]
- Can I pull a list of current portal users? [Policyholder Help Article]
- How can I change my account or policy contact information? [Policyholder Help Article]
Agent/Broker Help Articles
- How do I get access to additional user roles? [Agent/Broker Help Article]
- What portal roles can be assigned to an account? [Agent/Broker Help Article]
- Can I pull a list of current portal users? [Agent/Broker Help Article]
- Can I receive emailed notifications regarding my accounts? [Agent/Broker Help Article]
- How can I limit what accounts or policies a portal user has access to? [Agent/Broker Help Article]
- How do I remove an Agent portal user? [Agent/Broker Help Article]
- How do I modify an Agent portal user’s access? [Agent/Broker Help Article]
- How do I add or remove permissions for a registered user? [Agent/Broker Help Article]
- Who can access the Admin tab of the Agent portal? [Agent/Broker Help Article]
- What notifications can I receive? [Agent/Broker Help Article]
- How do I stop receiving notifications for accounts that are not mine? [Agent/Broker Help Article]
- How do I stop receiving electronic notifications? [Agent/Broker Help Article]
Account Information
- Is there a report for delinquent accounts? [Agent/Broker Help Article]
- What information is available in the Policyholder portal? [Policyholder Help Article]
- How do I view my account information? [Policyholder Help Article]
- What information is available in the Agent portal? [Agent/Broker Help Article]
- How do I know who my policy carrier is? [Policyholder Help Article]
- Can I get email notifications regarding my account? [Policyholder Help Article]
Policy Information
- What information is available about my policy(s)? [Policyholder Help Article]
- Can I change my policy from within the Policyholder portal? [Policyholder Help Article]
- Where do I find a policy packet, endorsements, and other policy documents? [Agent/Broker Help Article]
- How can I search for a policy? [Agent/Broker Help Article]
- Can I view different policy periods? [Agent/Broker Help Article]
- Where can I find my policy documents? [Policyholder Help Article]