To check the status of a carrier appointment 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 carrier appointments in the form of their logos on the top of the screen. You'll be able to tell what the current status if of that appointment or if you have steps you need to take:
- Grayed box: This means that your appointment has been requested and is currently pending! Be sure to keep a close eye on any emails that we've sent with updates pertaining to the carrier
- 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
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 carrier is one of our single sign on enabled carriers
Carrier Store View:
- Request Appointment: This status indicates that you have not yet requested this carrier. You can click on this button to initiate the appointment process.
- Pending: If the status is "Pending," it means that you have already requested this carrier, and your appointment 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 Required:If you see a yield sign indicating "Qualification Required," just click on the continue button to access the carrier's qualification form. Completing this form will determine if you meet the requirements for accessing this carrier's services, allowing the carrier to appoint you accordingly.
- Appointed: When the status shows "Appointed," it means that the carrier has confirmed that you have been granted access to their products.
- Declined: If your appointment request is declined, the status will be "Declined." The most common reasons for a declined appointment 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 appointment request.