Getting Started

Top questions in getting started with First Connect and navigating the basics in getting carrier appointments and updating agency information

• How do I request a carrier appointment?
• How do I check the status of a carrier appointment request?
• How long does it take to get access to a carrier?
• How do I submit quotes for my clients?
• What if I have access to a carrier and don't see them in my Carrier Dashboard?
• Where do I access the carriers I have access to quote with?
• How to update my primary agency e-mail
• How do I update my agency address?
• Where can I get resources on the carriers I'm appointed for?
• When will First Connect add more carriers?
• Why is a carrier showing as "not available" in my Carrier Store
• I completed a qualification form for a carrier but did not get access; what now?
• How to Upload A New W-9
• How to Update Your Agency Profile Information
• How do I get credentials to access a carrier?
• What does the padlock icon mean on the Carrier Dashboard?
• What is my FC Producer Code and where is it?
• Introduction to Passwordless Authentication
• Passwordless Authentication Troubleshooting
• Understanding the Appetite Finder
• How to Report a Policy in Cash Connect
• How to Determine Which Carrier Has an Appetite for Your Risk
• Where Can I Find the Documents I Submitted to the First Connect Portal?
• How Do I Service the Policies I’ve Written Through First Connect?