Under the Agency Details within Settings is the Contact Information area. Each email has a specific function for the type of communication that Openly sends out.
Principal email - The email address on file for your agency's principal. Sensitive information from Openly will be delivered to this inbox.
Notifications email - Select Openly-related communication goes to this address, such as cancellations, Agent of Record assignments, and new and renewed policy documents.
Commissions email - This email is where we send communication regarding commission questions. This should be reserved for those you approve to see commission amounts and communication.
Reports email - This email is where you want reports regarding the agency performance data to be sent.
Email (under General Information) - The primary email address of the insurance agency.
You may edit most of these email addresses, except for the Principal Email, if you are an agency administrator.
- Click on Edit in the upper right of the Contact Information area.
- Click within the email field that requires a change and type the new email address.
- Click Save.
To change the Principal Email address or for further assistance, please reach out to our Appointments team at appointments@openly.com.