Training and Tutorials
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 ...
Can you provide training or documentation to help our team get started?
Of course. However there isn't much to it. Once your account is set up, the service runs without interaction unless your credentials have changed.
Cloud Storage Setup
Adding a Cloud Storage account Go to http://my.carrierconnect.ai/ and sign in In the Menu under integrations select Cloud Storage Select your preferred platform for storing statements Enter the corresponding email address that is associated with your ...
Additional Agents Setup
Adding Additional Agents Go to http://my.carrierconnect.ai/ and sign in In the Menu under dashboard select Settings Click the +Add Agent button in the top right of the screen Provide the Agent Details in the fields (Name, Phone, Email) Below the ...