How can we help your agency?
Explore step-by-step product walkthroughs, compliance details, and answers to common insurance operations questions.
Browse Help Articles by Topic
15 step-by-step operating guides across 5 core agency workflows
Getting Started & Agency Setup
Configure your agency profile, authorized representative signature, email integration, and team roles.
Uploading & Reviewing Policies
Upload policies in Becky's Inbox, review extracted coverage limits and gaps, and slice or rollover endorsements.
Issuing Certificates & Managing Holders
Issue ACORD 25 and ACORD 28 certificates, manage job-specific project compliance, and import certificate holders.
Using Becky CoPilot
Use push-to-talk voice, ask policy questions with page citations, and follow guided screen spotlights.
Client Portal, Security & Billing
Invite clients to the 24/7 mobile portal, review agency security and activity logs, and manage subscription credits.
FAQs, Tools & Support Desk
Browse our searchable FAQ index, commercial insurance glossary, interactive calculators, or contact support.
Frequently Asked Questions
Quick answers to the most common questions from agency producers and operations teams.
Still Have Questions or Need Dedicated Setup?
Our dedicated insurance operations desk is ready to assist your brokerage with custom carrier form mapping, bulk holder imports, and team onboarding.