Agent Portal

• How do I update my phone number or email address?
• Where do I find the Agent Portal?

• How do I get started with creating a quote?
• How do I create an application?
• How do I find the abandoned application lead cart?
• How do I download a product quote?
• How do I pick a backup product from the quote page?
• Why does my Select a Product page look different than other agents’ or what I see in a webinar?

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• How do I view my downline?
• What are the “types” of compensation are included in Earnings?
• What information is included in my compensation statement?
• How can I review my compensation?
• How can I pay outstanding debt?
• How can I track my debt?

• Where do I find more information on my clients applications?
• How can I update my client’s payment method?
• What does each of the policy and application statuses mean?
• How do I view the draft date for a policy I've already submitted?
• How do I view my archived customers?
• Why can’t I see the coverage amount or premium on the policy?

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• Are the production numbers shown historically?
• What information is available on the Performance tab?
• What is the difference between the Performance tab’s Hierarchy View and Individual View?
• How do I find the location of an agent in the hierarchy?
• How can I request to downgrade an agent from Advance Pay to As Earned?
• Once I submit a request to downgrade an agent, how long will it take to review it?

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• Where do I find my National Producer Number (NPN)?
• Why do I need to provide my E&O insurance details?
• Can you tell what bank information is connected to my account?
• Where do I find my personal information?
• How do I change my profile picture?
• How do I change my agency name?

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• Where can I find my agent website link?
• Does my agent website link expire?
• How do I use appointment booking?
• How do I set up or add Marketing Pixels?
• Can I download my Ethos website to my cell phone?
• When someone goes to my website and submits their info, where does that lead go?

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• What is the Ethos Estimator?
• How do I embed an estimator into my website?

• How can I view sales and marketing resources?
• Where is the Resource Center located in the Agent Portal?
• Do you have videos that show the client experience during an application?

• What is the agent support phone number and hours?
• How do I email agent support?

• Why am I not receiving the verification code to access my account?
• How do I set up my login password?
• Can I turn off two-step verification for my account?
• What should I do if the reCAPTCHA fails when I try to log in?
• How do I log out?

• Passkey for Onboarding & Login
• During Onboarding
• Logging In
• Device-Specific
• Cross-Device & Syncing
• Managing Passkeys

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