Agency Portal Help


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	Click on the Help Topic bar to view a video on the topic. Basics What are the Minimum Computer Requirements to Use the Portal? Windows XP with SP2 or Windows Vista with SP1 Internet Explorer 6.0 with Service Pak 2 or Internet Explorer 7.0 with SP1 also Pop-Ups must be allowed - 3rd Party Pop-Up blockers discouraged To view a video of how to discover what version of software and browser you are using, click here. What's the Portal? Continental Western Group^®'s Agency Portal is the new access point to all CWG^® agency communications and services. CWG^® is currently in the process of moving all our agents from using our previous WeConnect website to this new portal. What's my Portal ID & Password Enter the username (your e-mail address) and the password that was included in the introductory e-mail from CWG and then click the log-in button. All other processes will take place from within the CWG^® Agency Portal itself. Once established as users in the CWG^® Agency Portal, all users will access the portal using this process. If you can't remember your Portal ID and/or password, click here. To see a video on changing your Portal password, click here. Browser Settings How do I turn off the Unsecure Popup Message How do I turn off the Unsecure Popup Message (7.7 Mb) For a printable Word document explaining the procedure, click here. How to set Proper Popup Blocker Settings for IE6 How to set Proper Popup Blocker Settings for IE6 (1.5Mb) How to Set your Trusted Sites Settings for IE6 How to set your Trusted Sites Settings for IE6 (1.2Mb) How do I Turn Off the Mixed Content Popup Message? In Internet Explorer there is a Security Warning dialog box which appears when a webpage contains both secure and nonsecure information. Many pages do and this popup can be bothersome to say the least. Turning it off is just a matter of checking a few radio buttons in IE. Here's a video to show you how to turn it off. To read a document showing you how, click here. How do I Change my Trusted Sites List in IE 6? In order to work properly with CWG's online services certain settings must be set in Internet Explorer 6. To see a short video on how to do this, click here. Helpful Tips Setting the default page size for Acrobat pdf files? How to set the default viewing size of an Acrobat pdf (Acrobat pdf) RealTime How to Bridge a Quote from Applied (1.2Mb) Security Downloadable Guides for Administrative Functions? Portal Administration control levels (Acrobat pdf) Portal Administration control level (Word document) Portal user guide for security administration (Acrobat pdf) Portal user guide for security administration (Word document) Portal Security Administration Reports (Acrobat pdf) Portal Security Administration Reports (Word document) If you're an Agency Security Administrator with questions If you are an Agency Security Administrator, and have questions, please call our Agency Support Center at (800) 432-4908 or email us at cwgagentssupport@cwgins.com. Functionality What Types of Executive Reports are Available in the Portal? Agency Monthly Report Definitions and Calculations How do I Print Loss Runs? If you are a CWG^® Agent, you may request a loss run report. To see a short video on how to do this, click here. If you are not a CWG^® agency, send your request using the Loss Run form. How Do I Change my Portal Preferences? As a CWG^® agent, you can customize the information on your portal home page by modifying your preferences. To see a short video on how to do this, click here. How to Submit a Sweep from the Agents Portal How to submit a sweep from the Agents Portal (Word document) How to submit a sweep from the Agents Portal(Acrobat pdf) Printing Policy Inquiry and Claims Inquiry Transactions from the Portal How to print and export a report of Policy Transactions. To see a short video on how to do this, click here. How to print and export a report of Claims Transactions. To see a short video on how to do this, click here. Quoting New AgencyStar Quoting System Guide New Agency Star Quoting System Guide (pdf) Quote Commercial Package in New AgencyStar Videos Quote Commercial Package in New AgencyStar Part 1 (6.4Mb) Part 2 (1.7Mb) Part 3 (7.8Mb) Part 4 (5.6Mb) Part 5 (1.7Mb) Quote Commercial Auto in New AgencyStar Part 1 (2.2Mb) Part 2 (1.2Mb) Part 3 (4.4Mb) Quote General Liability in New AgencyStar CWG Agency Star Quoting System The new CWG^® Agency Star Quoting System is now available. To download the New Agency Star Quoting System Guide, click here. Accessing Company Forms Accessing CWG Company Forms in the Marketing Guide How to Access CWG Company Forms (2.4Mb) Accessing Policy Forms through Policy Inquiry How to Access Policy Forms Brochure System How to Order Custom CWG Brochures How to order Custom CWG Brochures (3.9Mb)
Acadia Insurance Company • Continental Western Insurance Company Tri-State Insurance Company of Minnesota • Union Insurance Company Firemen's Insurance Company of Washington D.C. This website and the information herein is confidential and proprietary and is intended for use by personnel of agencies contracted with the companies of Continental Western Group, LLC and Berkley North Pacific Group, LLC and may not be distributed to others. Information contained herein is subject to change at any time. Continental Western Group, LLC and affiliated companies assume no liability in connection with your use or non-use of the information provided on this website and do not guarantee that the information contained herein includes all possible risks or unusual circumstances that may occur. This website provides general information only, does not provide legal advice and does not create a statement of contract. Any statement regarding insurance coverage made herein is subject to all provisions and exclusions of the entire insurance policy. Copyright © 2010 Continental Western Group, LLC. All rights reserved.