Getting Started

Openly Onboarding

• Sign Up For an Openly Onboarding Webinar

Settings

• Where Can I Access My Agency ID?
• Enhanced Account Security with Multifactor Authentication (MFA)
• How Do I Use Settings In the Openly Portal?
• How Do I Add or Edit User Accounts?
• How Do I Update My Password?
• What Are the Different Agency Roles?

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Navigating the Portal

• How Do I Use the Non-Renewals Dashboard?
• How Do I Navigate the Portal?
• How Do I Use the Activity Feed?
• What Are Out of Sequence Transactions?

Connecting Ivans and Raters

• How Do I Set Up SinglePoint Rater With Openly?
• IVANS Commissions Delivery FAQ
• EZLynx® FAQ
• How Do I Receive Policy Downloads to My Agency Management System?
• How Do I Find Out Information About Commissions?
• How Do I Set Up My Comparative Rater with Openly?

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