Important Update:
- We’re currently transitioning to Integrity’s Connect Pro platform for carrier appointment management - stay tuned!
- We are only updating the portal for agents currently enrolled in the WTM program.
New agents do not need to log into the portal to complete your WTM onboarding form.
- Your portal account is created only after your WTM onboarding form is submitted and approved.
During this transition, we’ve paused updates to carrier appointment pages.
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.
We are in the process of moving to Integrity’s Connect platform for carrier appointment management. As we work on these changes, we are pausing adding any new information to your carrier appointment pages. With that said, new agents will not have an active portal unless you are in the WTM program. Thank you for your understanding; more information will be coming soon!
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.