businessGetting Started & Agency Setup

Set Up Your Agency Profile & ACORD Headers

Updated October 2026•3 min read•For: Broker Admins
verifiedQuick Summary
Open Settings → Brokerage Profile in the left sidebar to enter your agency legal name, street address, phone, fax, and general support email. These fields automatically populate the Producer Box (Box 1) on every ACORD 25 and ACORD 28 certificate your agency generates.
In this article

1. Enter Your Agency Contact Details

Before issuing certificates, verify that your brokerage contact details match your agency license and carrier appointments.

  1. Click Settings in the dark left navigation sidebar.
  2. Select the Brokerage Profile tab at the top of the settings workspace.
  3. Enter your Brokerage Name, optional AI Assistant Name (defaults to Becky), Main Phone Number, and Main Fax Number (optional).
  4. Enter a monitored General Support Email (for example, support@apexcommercialins.com) and optional Billing Email, then complete your Mailing Address (Address Line 1, Address Line 2, City, State, and Zip Code).
  5. Click Save Changes in the bottom-right corner of the card.
Brokerage Profile & Client Portal Settings: Settings > Brokerage Profile showing Apex Commercial Insurance Services, LLC contact details, mailing address, and Client Portal access controls.
Figure 1: Brokerage Profile & Client Portal Settings

2. How Your Profile Maps to ACORD Certificates

Every ACORD 25 (Certificate of Liability Insurance) and ACORD 28 (Evidence of Commercial Property Insurance) generated in the portal pulls its top-left Producer block directly from two places:

ACORD Producer FieldSource in Insure Assist AI
Producer Name & Mailing AddressSettings → Brokerage Profile
Contact Name, Phone & EmailAssigned Agent on the Client Account (configure producer access in Team Management & Roles)
Authorized Representative SignatureAssigned Agent’s saved signature in My Profile → My Signature
ACORD 25 Producer & Insured Header Block: Generated ACORD 25 header showing Apex Commercial Insurance Services, LLC in the Producer box alongside Sarah Jenkins, CIC contact details and ACME Contractors, LLC.
Figure 2: ACORD 25 Producer & Insured Header Block

3. Manage Your Client Portal Address & Login Access

In the right-hand Client Portal card on the Brokerage Profile tab, you can copy your agency’s dedicated Portal Address using the Copy Link button and control the global Allow Client Logins switch. When you invite commercial clients like ACME Contractors, LLC to self-serve certificates 24/7, their magic links and mobile app display your agency name and contact information.

Frequently Asked Questions

When policyholders use the Client Self-Service Portal and submit a general coverage question or request that is not tied to a specific producer, notifications route to your General Inquiries email so no client request is missed.

Related Guides in Getting Started & Agency Setup

Add Your Authorized Representative Signaturearrow_forwardConnect Microsoft 365 or Google Workspace Emailarrow_forwardManage Team Roles, Workspace Views & Navigationarrow_forward

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