Carrier Portals

Still in Development

Policy Lookup

    1. Log into your carrier portal

    2. Select “My Reports”

    3. Select “Policy Summary”

    4. Above the list of polices, select “Logged-In Agent” and switch to “All” or “Downline Agents.”

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    1. Log into your agent portal

    2. Select “Continue”

    3. Select “Agent E-file”

    4. Select “Daily New Business/Underwriting Activity Report by Agency”

    5. Select the date you want to view.

    1. Log into your agent portal

    2. Select the 3 Lines in the top righthand corner.

    3. Select “Policies”

    4. Select “Search” over to the right toward the top.

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    1. Log into your agent portal

    2. Select “Reports”

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    1. Log into your carrier portal

    2. Select “Reports” at the top of the page.

    3. Select “Download Policies”

    4. Select “Download Policy Report”

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Debt Lookup

  • Request from the FFL Corporate Office

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  • Request from the FFL Corporate Office

    1. Log into your agent portal

    2. Select “Continue”

    3. Select “Agent E-file”

    4. Select “Info CSV”

    5. It will automatically download an Excel Spreadsheet to your computer.

    1. Log into your agent portal

    2. Scroll down a little bit.

    3. There should be 3 white boxes. The one in the middle says “Debt.”

    4. Select “See All” at the bottom of that box.

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    1. Log into your agent portal

    2. Select “Reports”

    3. Select “Agent Debit Balance”

    4. Select the box beside “View Downline Statements”

  • Request from John Hancock

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    1. Log into your carrier portal

    2. Select “Reports” at the top of the page.

    3. Select “Individual Debt Balance”

    4. “Downline Debt Balance” is another great resource.

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