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  3. Agent Resources

Agent Resources

Everything you've ever wanted to know about being an Agent on the Internet of Insurance!

  • Welcome to the Internet of Insurance
  • How to create a new client
  • How to manually send your underwriters a submission
  • What the underwriter receives
  • Binding a quote
  • Issuing a policy
  • How to use referral tracking for storefront leads
  • What to do when an underwriter isn't responding to your submission
  • Updating a submission on behalf of an underwriter
  • How to forward rogue emails (emails outside the system) to the Internet of Insurance
  • How does the Document Management system work?
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