We instituted a couple of changes, so please bear with us as the website might be a little more difficult to navigate for a week or two, but trust me that we have a plan in place to make navigation much easier. I’ve always favored substance over style, but many of the website features are not easy to navigate. That will be changing to a point where we have BOTH substance and much easier navigation.
Major change to reference here is that I’m requiring authentication now to use our “resource center“. Primary reason here has to do with Companies asking me to take down content and also that I’m required to password protect individual files if they contain information which is intended for “Agent Use Only”. This was in order to stay compliant with CMS’ marketing regs on publishing product info.
So, when you go to our Website you will need to log in to access “Resource Center”. Resouce Center is our wearhouse for documents and forms (applications, rate sheets, agent guides, brochures, CMS approved materials, outlines of coverage, product availability charts, etc.) Try to be as specific as possible when looking up forms, I have a bit of work to do in improving the indexing of the forms.
We also re-arrainged the buttons in agent gateway (when you log in) to include two sections: My Information and Agent Tools. My Information allows you to change your contact information in our system (address, e-mail, phone, fax, cell, etc.), update your shipping address (for UPS supply orders which require a physical address) and view your company appointment information and your downline (commission levels, agent numbers, MA certification dates, advancing, resident and non-resident appointments, carrier website ID’s and passwords and more). Whew, deep breath!
Agent Tools includes our Quote Engine (if you have tried this, you must check it out!), Agent Service requests (which directly feed to our support team), Lead Tracking, pre-filled licensing paperwork. and, of course, our Resource Center described above.
In the meantime, if you have any questions about the services available through our website, please give us a call and ask for a website tour! Most IMO’s offer none of these services, some offer a few, but I haven’t found any who can offer all the services we’ve put together in one place. . .and there’s much more in the pipeline!!!