To access Settings, click your profile picture in the top-right corner of the Agent Portal. From this menu, you can view and update key information for your user profile, agency details, team members, and integrations.
Profile
Under the heading of Profile, the user’s first name, last name, and email address can be updated. Once all changes have been entered, click the Save button. Information about authorized states and user roles is also displayed here.
To update or add states, submit a request online.
Agency Details
Under Agency Details, you’ll find your Agency ID. Openly requires this unique identifier (beginning with "AG-") for all policy endorsements and inquiries, which you can locate on the right side of the screen under Agency Account Information. Additionally, you’ll find your IVANS connection status, licensed states, and contact information.
Contact Information
Each email field routes specific types of communication from Openly:
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Principal email: Receives sensitive agency communications.
- Note: Only the Appointments team can update this. Contact appointments@openly.com for changes.
- Notifications email: Receives policy-related communications, such as cancellations, AOR assignments, and new/renewed policy documents.
- Commissions email: Receives commission statement questions. Access should be restricted to team members approved to view commission amounts.
- Reports email: Receives performance data and agency reports.
- Email (General): The primary contact address for the agency.
How to Edit Contact Emails:
If you are an Agency Admin, you can update these addresses directly:
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Click Edit in the upper right corner of the Contact Information area.
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Click into the email field you wish to update, enter the new address, and click Save.
Team
The Team tab lists all active users within your agency, along with their assigned roles, email addresses, and authorized states. To add a new user to your account as an Agent or Agency Admin, see Managing User Accounts.
Raters & IVANS
The Raters & IVANS tab displays the Access Keys required for setting up third-party comparative raters. For step-by-step instructions on setting up these connections, see Connecting IVANS and Raters.
Commissions Information
You can view details about your agency’s commission directly on your dashboard. For full guidance regarding, commissions, review Accessing and Understanding Your Commission Information.
If you have specific questions about your tier, speak with your Agency Principal or reach out directly to commissions@openly.com.
Contact us via our webform or Live Chat if you need further assistance.