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?