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How do I create an account on your platform?

Setting up your account on AgentExpress.com

R
Written by Rowen Jordan
Updated over 4 years ago

You can create an account by navigating to https://agent.agentexpress.com and in the bottom left corner of the white box click on SIGN UP, input the required information, and click REGISTER.

Once done you will receive an email from us, it may take a few minutes and/or go to your SPAM folder, so keep an eye out for it. Once you have received the email click the link it contains to finalize your account creation then click to return to the log in site.

Upon your first login you will be shown our terms and conditions which we suggest you read through. After you have agreed to the terms and conditions you are ready to begin the process of adding your FFM Username.

To add your FFM Username, you will first need to go into settings which you access by clicking the person icon in the top right corner of the screen and then select Settings. 

In Organization Settings click the pencil icon to edit the information. From there you will need to enter a website address for clients to use so they are able to access your Consumer Facing Site or CFS for short.

Next in the Products section select the products you are licensed to offer: ACA or Medicare. Keep in mind you must be under contract with GetInsured to have the ability to enroll customers for Ancillary and Medicare products through Agent Express. At the bottom of the page you will need to save your changes.
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Next click the person icon in the top right corner and then select User Profile. Next click the pencil icon to the right of User Settings and enter your FFM Username.

Once you’ve completed that step you are ready to add your Appointments. Simply click the plus “+” sign to the right of “Appointments” select the type of appointment you wish to add (ACA, Ancillary, Final Expense, or Medicare), select the state you appointment is in, select the Issuer you are appointed with, enter you NPN and name, and finally click “ADD” in the bottom right corner. 

If you do not see the "+" sign, please reach out to a manager in your organization to add appointments.

NOTE: You will need to add Appointments manually.

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