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 access 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?
- What does it mean when a state is highlighted in green in the Carrier Store?
- Lead Collector FAQ
- Does First Connect Offer IVANS Downloads?