Agent Support
Frequently Asked Questions
Answers to common agent support, contracting, portal, training, and marketing questions.
How do I check my contracting status?›
Log in to the Agent Portal and open the Contracts tab. Expand the carrier or product row to review status, writing number, notes, and next steps. You can also submit a contracting help request if something looks missing or delayed.
How long does contracting take?›
Timing varies by carrier, product line, state, background review, and whether all documents are complete. Submit license copies, E&O, carrier forms, AML/product training, and any requested follow-up items as soon as possible to avoid delays.
How do I reset my Agent Portal password?›
Use the password reset option on the Agent Portal login screen. If you are already logged in, use the profile dropdown near your avatar to change your password. If you are locked out, submit a Technical Support request.
Where can I find plan training materials?›
Use the Agent Training Center, carrier portals, and the Resources or Materials sections. If you cannot find a needed product guide, training link, or webinar, submit a Training or Technical Support request.
How do I order member marketing materials?›
Open the Marketing Support form on the Agent Support page. Include the product line, carrier, audience, format, deadline, and any compliance requirements. Your request will be logged in INS Agent Hub so staff can track and reply.
Who do I contact for compliance questions?›
Use the Compliance Help form on the Agent Support page. Compliance requests are sent to the INS compliance support team and logged as support tickets for tracking and follow-up.