Beyond Standard

Getting started with modernLINK

modernLINK is the foundation for how we work with our agency partners.

  • Rate, quote and submit policies online - all our underwriting requirements are pre-programmed
  • Handle policy changes, such as endorsements and name or address changes
  • View real-time policy details: billing status, coverages and limits, and more
  • Access, download and print the most current program manual
  • Make an e-payment using a customer's credit card or check

Download set up instructions

Processor
  • Similar to a CSR or data entry operator
  • Has no Code associated with them
  • Enters business in behalf of Parent
  • Uses the Parent’s product authority
  • Should not solicit, negotiate or sell insurance directly to a customer
  • Never signs an application
  • Not appointed
Subproducing organization
  • Subproducer has a business license
  • Will be appointed in an Appointment state
Licensed producer – direct employee
  • Employee of another business
  • Licensed Employee in view hierarchy
  • Code cannot be used on a policy to quote or bind
  • Cannot calculate commission amount
  • Should not have any children under them
  • Used the Parent’s product authority
  • Can solicit, negotiate and sell insurance with a customer
  • Can sign applications
  • Will be appointed in an Appointment state (or every required state if a Direct Employee of the Contract Holder)
Licensed producer – non-direct employee
  • Sub that has an individual license only – not a business license
  • Licensed Producer in view hierarchy
  • Subcode can be used on a policy to quote or bind
  • Can calculate commission amount
  • Can have children under them (licensed individual or not licensed individuals)
  • Can solicit, negotiate and sell insurance with a customer
  • Can sign applications
  • Will be appointed in an Appointment state

Available Downloads

Launch modernLINK

Quick reference guide

Quick Facts