Accessing the menu bar, click on Portfolio Overview > Client > Create New Account. You can choose to create your client login via their email or mobile. my-insurer suggests using email as the default login unless the client does not have an email account.
Upon selection, you will create a 1 time password to be communicated the client on their first login. Client will be prompted to change their password upon initial login.
You will also be able to select if the client is a lead or policyholder.
Upon selection, you will create a 1 time password to be communicated the client on their first login. Client will be prompted to change their password upon initial login.
You will also be able to select if the client is a lead or policyholder.
