Upon logging onto the Portal for the first time, you will notice several features to assist with ease of use.
The upper right of the screen
When you are ready to begin quoting, you can click the New Quote button. The Question Mark button takes you to our Openly Help articles, and you can also click the speech bubble to chat with Openly’s Customer Experience Team.
When you click on your picture, you'll see another button that opens the Help Center.
The Agency Resources presents a range of Openly guides.
The Settings button shows you the available settings for the Portal. This would be where you find your profile information, your authorized states to quote in, agency information, and where to set up your rater. Depending on your assigned role, you could also add an agent. For more information on roles, see our article, What Are Agency Roles?
The Logout button will sign you out of Openly's Portal.
The upper left of the screen
You'll see a small arrow pointing to the left; this collapses the sidebar. Clicking it a second time will expand the sidebar.
The Search bar takes you to the policy dashboard, which allows you to search for policies using the number, applicant’s name, or property address. You can filter it further by agent and policy status. It will show any policy numbers that are or have been associated with the policy.
The Quotes button allows you to see all your eligible quotes.
The Upcoming Renewals button shows you all policies approaching renewal.
The Non-Renewals button will show you all of your agency's non-renewal policies. Read more in our article, How Do I Use the Non-Renewals Dashboard?
For further assistance, contact us via our webform or Live Chat.