Insurance · Carriers
API/portal access instructions
A guide telling agents, brokers, or partner staff how to get credentials for and log into a carrier's agent portal or data APIs.
What it usually contains
- Steps to request a user ID, agency code, or API key
- Login URLs for production and test environments
- Authentication and password reset rules
- Permission levels by role, plus multi-factor setup
- Support contacts and troubleshooting for common access errors
What the assistant uses it for
Use it to answer how someone gets set up with carrier portal or API access, what credentials and permissions they need, and who to contact when a login or connection fails.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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