Agent Logon Process
When a cycle is closed Agents are sent an email to provide them a link to view their Statements.
When a cycle is closed Agents are sent an email to provide them a link to view their Statements. If it is the first time the Agent is logging in, they will receive this version of email and will go through a process for them to select a Username and password.
Example of Initial email Agents receive for first Commission Cycle
When the Agent clicks on the link they will be taken to this page where they will need to enter information to verify their identity:
Agent Registration page - Verification
After the Agent enters the information correctly and selects continue, they will be taken to this next page where they will be required to choose a Username and Password to use.
Agent Registration page – Username and Password
After selecting Save the Agent will then be taken to the main login page to log in with the Username and Password they had entered.
Main Login page
Agents will then receive this version of the email notification for future cycles.
Email notification for Agents after they have set up Username and Password