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Ethos
Agent Portal
Customers Tab
Customers Tab
This will provide information on your customers tab in your portal.
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?
Can I upload clients into the system in bulk?
Where can I see my client’s policy number (policy ID)?
How can I remove applications from my customer list?
How can I see how many active policies I have?
What does it mean when my policy status says “Ready for Carrier Transmission,” and what should I do next?