Enrollment Confirmation Emails Updated

We have significantly updated the email you receive from us when we process a new enrollment for you into our system. These new emails include a link to our MyAgencyRM system for viewing all enrollment data in addition to being much easier on the eyes to look at. At the bottom of each of these emails, you’ll have quick access to a few different pieces of information such as MyAgencyRM, Compliance, and our Secure Upload utility.

Last week we announced the general availability of MyAgencyRM which provides agents with the ability to search and view all of the policies written for carriers whom they are contracted through us for. This gives agents a OneSource portal to view all their policies submitted regardless of carrier. The days of having to login to each insurers portal to view application receipt could be over.