Getting Started

Appetite & State Information

• Ineligible Property & Risk Types
• Transverse Insurance Company Policies
• What are Openly's State Disclosures?

Agency Resources

• Accessing and Understanding Your Commission Information
• Agency Resource Guides
• Consumer Marketing
• Contacts & Service Level Agreements

Onboarding

• Guide to Openly’s Self-Service Features

Navigating the Portal

• Viewing Property Details and Coverage Information
• Managing Settings in the Agent Portal
• Openly Agent Portal Overview
• Using the Non-Renewals Dashboard
• Using the Policy Activity Feed

Account Setup & Security

• Adding a Carrier or Carrier Credentials in PL Rating™ from Vertafore® (Demo)
• EZLynx® FAQ
• Integrating PL Rating™ from Vertafore®
• IVANS Commissions Delivery FAQ
• Managing User Accounts
• Multi-factor Authentication (MFA)

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