You can upload your policy in the "My Account" section of your First Connect account. You'll see the "E&O Information" box where you can update your information and upload your new E&O
Have you received an email from us that your E&O is set to expire or has expired? We try to make it as easy as possible for you to keep your compliance records as up to date as possible in our portal! In order to update your E&O:
QUICK TIP: First Connect requires minimum $1,000,000 aggregate limit of coverage and the document you submit must be either the Declaration Page of your policy or an ACORD form. Lastly, be sure that your name and/or Agency name that is listed on your First Connect portal reflects on your E&O documentation to avoid delays in approval.
1. In your First Connect Dashboard select "My Account" on the left column
2. Navigate to the "E&O Information" box. You'll see a few notifications letting you know to update your E&O
3. Click on the pencil icon in the top right corner of the E&O Information box
4. In the pop up screen, simply enter the updated information for your E&O and upload your E&O file
5. Click save! This will submit it to our team to approve
