Agentero requires that any producer or CSR accessing our carriers be set up through Agentero. Keep in mind, any user that may be quoting and issuing business requires an active P&C license.
In order to add a producer or CSR to Agentero and your appointed carriers, please click on this link and complete the form (https://www.agentero.com/forms/add-producers-to-carriers).
Two of our carriers have a unique process for adding more users to their portal. You'll do this, after you complete the process and received acknowledgement that the agent is being set up with Agentero. This process can take up to 15 business days, depending on the carrier.
Openly, and Clearcover provide self-service capabilities for adding a producer; 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.
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.
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.