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Security Overview
We take the security of your data and our systems very seriously. Here are the comprehensive security measures we have implemented to protect your information: 1. Hosting by Amazon Web Services (AWS): Our servers are hosted on AWS, a trusted and ...AMS Setup
Go to http://my.carrierconnect.ai/ and sign in In the Menu under integrations select AMS Select your preferred Agency Management System, this ensures your statements will be formatted correctly Click Save in the top right corner to complete this ...Carrier Logins Setup to Enable Automation
Go to http://my.carrierconnect.ai/ and sign in In the Menu under dashboard select Logins Click the +Add button in the top right corner Enter the following details in the corresponding fields For Agent : Select correct agent to associate with this ...Onboarding
As part of our commitment to providing you with a seamless onboarding experience, our dedicated team is ready to assist you every step of the way. To kickstart the process, we kindly ask you to provide us with your firm's login information for each ...Account Setup
Profile Settings The email address you provided when signing up for Carrier Connect is very important. If you request a specific carrier statement to be emailed, this is where it will be sent. If you log in directly to any carrier and they require ...
Popular Articles
Account Setup
Profile Settings The email address you provided when signing up for Carrier Connect is very important. If you request a specific carrier statement to be emailed, this is where it will be sent. If you log in directly to any carrier and they require ...What is Carrier Connect?
Carrier Connect is an innovative, cutting-edge automation designed to transform the way employee benefit brokers and producers manage their commission statements. As the first automated commission statement download and integration service of its ...How does Carrier Connect ensure the security of my accounts?
We prioritize your security. All the passwords provided are encrypted, ensuring that your account details are safe with us. We also work closely with a leading HIPPA Compliance team to ensure your security. Our security measures include ...How can I get started with Carrier Connect?
Simply schedule a call/meeting with one of our onboarding agents to get started. Our team will guide you through the sign-up process and collect the necessary logins for automations. The link to schedule meetings is provided here. ...What are the benefits of Carrier Connect's services?
Time, money and efficiencies. The average agent works with approximately 70 carriers. Carriers may post statements monthly or every 2 weeks. That is approximately 110 statements to download and manage. Some have schedules and some do not. Current ...