PLEASE READ: PORTAL ACCESS UPDATE
Portal access is created after your WTM onboarding is submitted and approved. You do not need portal access to complete onboarding.
- We’re currently transitioning to Integrity’s Connect Pro platform for carrier appointment management - stay tuned! During this transition, we’ve paused updates to carrier appointment pages.
- We are only updating the portal for agents currently enrolled in the WTM program.
Thank you for your patience – more details are coming soon!
You can use one of two options for your CSM Agent Portal username:
- Your (legal – as it appears in our records) first and last name, lowercase, no spaces (i.e. John Doe’s username would be johndoe).
- 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.
If you are a new agent, you will not have portal access until AFTER you complete and are approved for the Welcome to Medicare (WTM) onboarding. You do not need access to the portal to complete onboarding. For any questions about WTM, please email [email protected].
If you have received an email with your portal information confirming that you have one created, tried all the options above, and double checked your spelling, please email [email protected] or submit a support ticket to check your login information.