Agent Portal Login

You can use one of two options for your CSM Agent Portal username:

1. Your (legal – as it appears in our records) first and last name, lowercase, no spaces (i.e. John Doe’s username would be johndoe).
2. Your business email. If you would like to change the email that is used as your username, please submit a request to this form.

*These credentials are different from those you use for other enrolling and quoting platforms.

Your portal access will be activated once you have at least one active appointment under CSM. You will receive an email with your login details as soon as your portal is set up and ready for use.

If you received an email with your portal information, tried all the options above, and double checked your spelling, please email [email protected] or submit a support ticket to check your login information.