How can I add more users to the carriers?

Each carrier has its own process for adding more users to its portal. Keep in mind, any user that may be quoting and issuing business requires an active P&C license.

Openly, and Clearcover provide self-service capabilities, read the instructions below for each one of them.

For Next, your new producer must be an Agentero user, and if your agency is already appointed, by clicking on the "Go to carrier's portal" in the appointments tab, they'll be able to quote and bind too.

To add producers to all other carriers, click on this link to submit your request. This process can take up to 15 business days depending on the carrier.

 


 

Openly

Login to your Openly portal, click on the Down Arrow by initials in circle on the top right.

Select Profile Settings

Scroll down to Agency Users section and click on + Add User

Add the details from the producer you are including. Remember that agents can only be added to states where they are licensed. Individual licenses will be requested.

For more details, you can see this video.


 

Clearcover

Login to your Clearcover portal, click on the Admin icon  from the left sidebar.

Click on Users.

Click on Create User.

Add all the details from your user (Admin, Agent, or Support Staff). Remember that agents can only be added to states where they are licensed. Individual licenses will be requested.