Openly Agent Portal Overview

Openly’s Agent Portal provides a centralized suite of tools to help manage quotes, policies, and account settings efficiently.
 

Policy & Quote Management

Located primarily within the top header and left-hand sidebar navigation, these tools allow credentialed agents to manage and track active quotes and policies:.

• Search Bar: Access the policy dashboard to search for policies using the policy number, applicant’s name, or property address. Refine search results by agent or policy status.

  

• Eligible Quotes: Select Quotes to view, track, and manage all active, eligible quotes in one place, or click New Client Quote whenever you are ready to begin quoting a new policy.  

  

   

• Upcoming Renewals: View and monitor all policies currently approaching their renewal date. 

  

• Non-Renewals: Access the dashboard displaying all pending non-renewal policies across your agency to help manage retention. 

  

Agency & Account Administration

Found on both the left and right-hand sides of the Agent Portal, these tools allow you to manage agency details, account settings, user permissions, and navigation layout:

• Agency List: On the left-hand panel, view and manage agents associated with your agency. Depending on your assigned role, you can also add new agents. Learn more about Assigning Agency Roles. 

  

• Settings: Update profile details, manage authorized quoting states, update agency information, configure your rater setup, and review user permissions / roles. Learn more about Settings.

Resources & Support

The Agent Portal’s sidebars give you instant access to product updates, educational materials, and online support:

• Product Updates: Learn about new features, eligibility, pricing updates, and more by clicking the bell on the upper right-hand side. 

  

• Openly Help (Library & Live Chat): Browse the article library for quick answers or select your profile picture for a direct link to Openly Help articles.

   

  

   

• Speech Bubble: Click to initiate a live chat session with Openly’s Customer Experience team.
   

For further assistance, contact us via our webform or Live Chat.