Agents and brokers – and the agencies supporting them – play a crucial role in state-based marketplace operations. To support the agent, broker, and agency ecosystem, GetInsured offers a comprehensive Agent/Broker Portal and Agency Portal – fully equipped to help agents, brokers, and agencies connect more clients to coverage and complete their daily tasks.
Depending on their role in the agent, broker, and agency ecosystem, our portals allow users to:
- Access and manage books of business
- View a list of active, authorized consumers and expand consumer details
- Filter books of business based on various consumer factors
- Download books of business
- Accept or deny consumer designation requests
- Receive consumer authorizations
- Act on behalf of designated consumers, including uploading documents to address DMIs
- Manage agent, broker, or agency certification status
- And much more . . .
Our Agent/Broker and Agency portals offer enhanced security measures to ensure no changes are applied to consumer accounts without consumer knowledge, including automatically alerting consumers of any change in designation.
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