How do I check the status of a carrier access request?

To check the status of a carrier access request, you can use your "My Dashboard" or the First Connect Carrier Store by clicking on "Carrier Store" in the First Connect Portal. 

Dashboard View:

When you navigate to the "Dashboard" selection, you'll find all your carriers in the form of their logos on the top of the screen. You'll be able to tell what the current status is or if you have steps you need to take:

• Grayed box with Yield Icon: This means that there is an additional information form that this carrier requires that needs to be completed. Simply click on the carrier logo and the platform will open up that carriers form for you to complete

• Grayed box: This means that you've requested access and is currently pending! Be sure to keep a close eye on any emails that we've sent with updates pertaining to the carrier

The carriers that are not grayed out you have access to and can click to bridge to their quoting platforms! If you see a padlock icon that means that this carrier is one of our no password required carriers.

Carrier Store View:

- Request Access: This status indicates that you have not yet requested this carrier. You can click on this button to initiate the request process.

- Pending: If the status is "Pending," it means that you have already requested this carrier, and your access is currently pending. Each carrier will show you an estimated timeline to when your access will be granted! Please make sure to check your inbox regularly for any emails from us, as each carrier has a unique process, and instructions will be provided there.

- Qualification/ Action Required:  If you see a yield sign with “Qualification Required” or “Action Required,” click Continue to view the carrier’s next steps. Completing these steps will determine whether you qualify for access or move you further along in the workflow.

- Access Granted: Great news! The carrier has approved your request and you now have access to their products.

- Declined: If your request is declined, the status will be "Declined." The most common reasons for a declined request are either the carrier is currently not accepting agencies in your market area or you are already affiliated with that carrier through another platform. In such cases, we will send you an email with the reason provided by the carrier.

By understanding these different status options, you can easily track the progress of your carrier access request.