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1. #PAPERLESS AGENT LOGIN HOW TO#
2. #PAPERLESS AGENT LOGIN ZIP FILE#
3. #PAPERLESS AGENT LOGIN PRO#
4. #PAPERLESS AGENT LOGIN PASSWORD#

#PAPERLESS AGENT LOGIN ZIP FILE#

Click on the link to download the zip file to your local computer.Please use the following steps to download the zip file. The email will include links to zip files of the insured and agent copies of: Once enrolled in email notification, what will an agent receive?Īgents will receive one email per day, outlining all policy transactions that were completed the prior business day.

#PAPERLESS AGENT LOGIN HOW TO#

This how-to-guide outlines how to enroll. Please contact our commercial lines agency help line at 80 or email us to find out who is an authorized user within the agency to make updates to paperless preferences.Įmail notifications - policy transactions How do agents sign up to receive electronic notification of policy documents?Īll agency users have the option to sign up to receive electronic notification of documents. What if my agency does not know who the agency administrator permissions are assigned to? The agency will continue to receive the paper version of insured copies. The agency will no longer receive paper versions of agent copies of policies. We will automatically enroll the agency to receive agent copies of policy transactions electronically. Once an agency is set up for paperless, how do they receive electronic policies?Īgency administrators at all agencies will be automatically enrolled to receive electronic versions of agent policies via email. Users have the ability to make changes by agency code. Changes can be made by selecting "View your capabilities" under the Agency Tools and Capabilities dashboard on TAP. How can an agency change paperless preference or opt out?Īgency administrator and principal master logon IDs are the only users authorized to make modifications to paperless selections. This how-to guide outlines how to enroll. Our company and products What transactions and documentation will the agency no longer receive in the mail?īy enrolling in paperless, your agency will no longer receive paper copies of the following policy declarations and forms for most commercial accounts:Īgency administrator and principal master logon IDs are the users authorized to enroll in paperless. We've compiled a list of the most frequently-asked questions to help you get started.

#PAPERLESS AGENT LOGIN PASSWORD#

Has Temp Password will display, "Yes," if the user is still using their temporary password to log in.Contact our agency support team (AST) to sign up to receive a daily download directly to your agency management system for many types of policy transactions.

Logins in Period is the number of times the logged in during the chosen Reporting Period. Maildrop Used is the number of times the user sent an email or doc to Pipeline via their Maildrop Address during the chosen Reporting Period. Transactions Closed (Total Sides) is the number of times the user was added as an agent to either side of a Closed Status transaction with a Close Date in the chosen Reporting Period. Transactions Created is the number of transactions created by the user during the chosen Reporting Period. Docs Reviewedĭocs Reviewed is the number of docs reviewed by the user during the chosen Reporting Period. Docs Uploadedĭocs Uploaded is the number of docs uploaded by the user during the chosen Reporting Period. Last Login is the date the user last logged into Paperless Pipeline. Column Definitions Account Added OnĪccount Added On is the date the user was added to Paperless Pipeline.

#PAPERLESS AGENT LOGIN PRO#

Pipeline Pro Tip: To quickly expand all columns in Excel to match the width of your specific timeline's data, click the upper left master cell, then double-click any column separator. Keep Your Computer Logged in to Pipeline for 7 Days.Syncing and Unsyncing Tasks with Calendars.Add a Pipeline Icon to a Mobile Device’s Home Screen.Import Dropbox Docs into Unassigned Docs.Viewing Closed, Expired & Canceled Transactions.Save Custom Searches & Sorts as Shortcuts.Track Received Email Messages and Attachments on Transactions.Send or Add Audio Messages from Transactions.