We heard you – you want to have the option to learn marketing and retention tactics from an expert instructor in a virtual environment.

That’s why we’re offering a refreshed marketing class curriculum for 2022 featuring live, instructor-led sessions on our five most popular topics: new client, referrals, online reviews, Facebook and LinkedIn.

Each session is just 60 minutes and scheduled on near consecutive days which helps you maximize your time and create the momentum you need to go from learning to implementation to success! The first set of five classes starts mid-February and will be offered quarterly all year.

Learn more about how these classes can help your agency and register today!

Concern for the security of personal and financial data is growing in all industries – insurance included. That means we all need to take extra steps to safeguard that data if we’re going to continue doing business digitally.

To that end, we are beginning to roll out multi-factor authentication, asking you to verify your identity with a security code sent to a phone or email account, as you’ve probably done when banking online. Multi-factor authentication vastly reduces the risk of data theft compared to the use of passwords alone.

The rollout will take place in waves over the next couple of months, with all log-ins requiring multi-factor authentication by the end of March.

What to expect

When you attempt to log in to our systems for a new session, you will need to confirm your identity using both a unique password and time-limited security code. The system will send the security code to the business email or direct business phone number we have on file for you, depending on which you choose when you encounter the multi-factor authentication prompt.

When asked, you will need to enter the security code to access our systems. Note that, once you close the browser you used to log in, that session will end and the system will require you to repeat the multi-factor authentication process. To maintain an active session, keep your browser open.

If you use a comparative rater, you may need to update your credentials in that system as well.

Act now! Confirm your contact information and make sure you have your own user ID

To ensure a seamless login experience, confirm you’ve provided us a unique business email and, where possible, a unique business phone number. To review your contact information, visit the Individual ID Management page by clicking the Manage ID & Password link in the top-right corner of the Agents’ Portal home page.

If your agency shares log-in credentials, it will be nearly impossible to coordinate the retrieval of temporary security codes. Without those security codes, you won’t be able to log in to our systems.

If you currently use a shared user ID and password, you need to secure a unique user ID and password as soon as possible – reach out to your agency administrator for support.

Learn more

• Multi-factor authentication FAQs