Skip to content
GeoVera-Earthquake-Insurance
  • EQ Agents Home
  • Homeowner Agents Home
  • Contact
  • EQ Agents Home
  • Homeowner Agents Home
  • Contact
3573
3496
3547
2197

Training Page
Agent Resource Center

Take advantage of the following materials to familiarize yourself and others in your agency with myGeoSource – the most advanced quoting and policy and claims management platform available. There are many self-service features including,

  • Add new users
  • Adjust user permissions
  • Reset a password
  • Link existing logins
  • Access commission statements
  • View production reports
  • Update agency information
  • Manage direct deposit details
  • Quoting help
  • More help
    • Disable pop-ups
    • IVANS downloads
    • PL comparative rater support
    • Connect EZLynx
User IDs &
Passwords
Commission
Statements
Agency
Information
Quoting
Help
Contact
Us
USER IDS & PASSWORDS
Steps to create a new account

NOTE: The Security Officer 1has the ability to manage those user IDs that are a ‘Producer SO2’ or ‘Producer User’.  However, they would be unable to manage user IDs that have the same role as yourself ( ‘Producer SO1’).  If your agency has a ‘Producer SO2’, they would not be able to manage ‘Producer SO1’s or other ‘Producer SO2’s, but they would be able to manage user IDs that are a ‘Producer User’.

 

 

Steps of managing existing user IDs

How to Create & Manage User IDs

We recommend that everyone have their own user ID for the myGeoSource website. The initial user ID sent to your agency during the appointment process was set up as the “Security Officer 1” for the agency and has permission to create and maintain user IDs.

How to Create Additional User Ids

Below are instructions for the agency’s Security Officer 1 to create additional user IDs and set permissions.

  • Log in to MyGeoSource.
  • Click on “MY ACCOUNT” in the upper left-hand corner.
  • Select “New User Setup”.
  • In the Create a New User ID box, enter your producer code in the box underneath “Producer” and click “Go”.
  • Enter a unique user ID for this person.
  • Check the boxes to confirm the products you want the user to have access to.
  • Under “User Role”, most individuals that only need access to quote on the website should be assigned as “Producer User” from the dropdown menu.  If you have an office admin or an individual that would help create additional user IDs and maintain the agency’s general users, you would want to select “Producer (Security Officer) SO 2” for the user role. Click “Next”.
  • The permissions granted to the user ID are based on the user role selected on the previous screen. Review the additional permissions (such as if the user might need access to commission information or need to update the direct deposit information on file for the agency) and place a checkmark in the box next to the additional permission this user may need.Enter their first name, last name, and email address.
  • Click “Add New User”. The new user will receive an email from [email protected] that provides the new user ID along with a link so they can establish a password and password hint.

How to Manage Existing User IDs

The agency’s Security Officer is responsible for managing the agency’s existing user IDs that rank lower than their user role.

If someone has left the agency, your Security Officer can follow the below steps to find and inactivate their user ID.

  • Log in to MyGeoSource.
  • Click on “MY ACCOUNT” in the upper left-hand corner.
  • Select “Display User List”.
  • Search for user IDs using criteria such as first/last name or email.  Alternatively, you can see a list of all user IDs associated with the agency by clicking “All” at the end of the alphabet. If any users were recently added or changed, it could take up to 15 minutes for those changes to display.
  • For the user ID that needs to be inactivated, click on that user ID.
  • Scroll down the Account Settings page until you see “User Status”. Click on the dropdown menu next to it and select “Inactive”.
  • Click “Save Changes” to inactivate the user ID on the myGeoSource site.

How to Change a Password

  1. Login and hover over “MY ACCOUNT”, choose “User Profile”
  2. Click “Change Password”
  3. Enter your current password, a new password and confirm the new password.
  4. A new password hint is required. The password hint is a term that you create to help you remember your password if you use the “Forgot password” function on the login page.
  5. Click “Update Password” to complete the process.

How to Reset a Password

  • Login and hover over “MY ACCOUNT”, choose “Account Settings”.
  • Security Officers can reset passwords for other users. Enter the User ID in the Security Officer options section on the “Account Settings” page, and click “Search User” to locate the Account Settings.
  • Click “Reset Password” and “Reset”
  • The user will receive an email from [email protected] that will contain a link to access myGeoSource.com
  • After clicking the link in the email, the user will be prompted to create a new password and assign a new password hint. Note: this email is only valid for 24 hours. And the link in the email will only work once.

How to Link Existing Accounts with a Single Sign On

If you have access to multiple GeoVera products, you can link your account logins with a “Single Sign On”, so that you have fewer passwords to remember. Each individual user can follow the steps below to link their accounts
  1. Login and hover over “MY ACCOUNT”, choose “Add Product Profile”
  2. Enter the user ID and password for all other logins you wish to have access to under one user ID
  3. Select the user ID you will use as your Single Sign On. This will be used to login to access all of your linked accounts from www.myGeoSource.com. The remaining user IDs will be deactivated and no longer be used.
Login to try it
COMMISSION STATEMENTS & REPORTS
Steps to see Commission Statements and Production Reports

Access & Review Commission Statements
& Production Reports

We generate commission statements on the first of every month and make them available on the myGeoSource website.  As they are a secured item, only select individuals should have access to these statements.  By default, the Security Officer 1 for your agency would have access to these commission statements as well as any other individuals that the Security Officer has provided access to by selecting the ‘Commission Information’ permission for that user ID.

  • Once logged in, those with access to statements can navigate to the Product Dashboard tab, then click Tools and Reports and finally click on ‘Commission Statements’. 

In addition to commission statements, we provide a monthly Producer Overview report available to your agency’s Security Officer(s).  This report contains your agency’s,

  • new business written 
  • number of active policies
  • amount of in-force premium
  • loss ratio

If your agency has sub-producers, then we also generate a Sub-Producer List report that breaks down the same basic information for each sub-producer code associated with your agency.

  • From the Product Dashboard tab, click on “Reports”. 
Login to try it!
AGENCY INFORMATION
Steps to update agent information
  NOTE: If you have new ownership, or changed your agency’s name, Tax ID number, or the license number your agency is operating under, please send an email to [email protected]. Include your agency’s producer code and let us know what changed, so we can determine how best to proceed.                      

Updates to Agency Information

The following may only be needed occasionally, but will be helpful when you come across a situation where you need to update the information we have on file for your agency.

The following items can be updated by your agency’s Security Officer through myGeoSource.

  • Address
  • Phone Number
  • Main Contact
  • Email Address for policy notices
  • Accounting Contact
  • Direct Deposit details

To make updates,

  • Log in to MyGeoSource.
  • Click on “MY ACCOUNT” in the upper left-hand corner.
  • Select “Account Settings”.

Agency Profile

  • Select the “Agency Profile” tab for basic changes, such as: the agency’s address, phone number, email address, and primary and accounting contacts.  Making changes to this tab is something only a Security Officer at your agency would be able to accomplish.
  • After making the necessary corrections, click ‘Save Changes’ at the bottom of the page.

User Contact

  • The information associated with the user ID you login with is stored on the “User Contact” tab.  The information in this section is used to welcome you when you first login, where password reset emails are sent, and is displayed on quotes that you initially generate.
  • From the Account Settings page: Select the “User Contact” tab.
  • Review the information on this tab.  Make the necessary corrections and click “Save Changes”.

Direct Deposit

  • We take the security of your agency’s sensitive information very seriously.  Only the Security Officer 1 and those with the explicit ‘Direct Deposit’ permission associated with their user ID can add and update the direct deposit information for commission payments.
  • If you have this permission, when you are on the ‘Account Settings’ page, the “Direct Deposit” tab will display.
  • Select the “Direct Depot” tab, and you will be able to see if your agency is currently enrolled in direct deposit and the last four digits of the account number on file for your agency.
  • Click on the “Replace” link and enter new direct deposit information to override what is on file.

Enroll in Direct Deposit

  • If you are not enrolled in direct deposit currently, you will be able to do so by clicking the “Add Bank Account” button.
  • A pop-up will appear to inform you that you will be taken to our payment vendor so you can safely and securely enter your agency’s direct deposit information.
  • If your user ID has access to direct deposit for multiple producer codes, you will be prompted to confirm which codes you would like to set up for Direct Deposit. Once you click “Continue”, a pop-up will appear where you can enter your direct deposit information
Login to try it!
GET QUOTING HELP

State of the Market

Quake Select Demo

–> View all GeoVera Support Videos

MORE HELP WITH ONLINE TOOLS
  • Disable pop-up blockers
  • Enroll in IVANS downloads | Complete a setup request form, or contact [email protected] with questions.
  • Comparative rating support
    • Connect EZLynx
    • PL Rating
      • Setup through PL Rating login
      • Select Admin > Manage Agency Information > Carriers> Select CA (or WA) Home > GeoVera > Finish 
      • Return to Admin > Manage Realtime Passwords > Add Credentials for GeoVera > Finish
Log in @ myGeoSource

Agent Support & Training Resources

Email

[email protected]

Phone

707-863-3777

Sales Leaders

Contact your Sales Leader

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. However you may visit Cookie Settings to provide a controlled consent.
Cookie settingsACCEPTREJECT
Manage consent
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Functional
Always Enabled
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
Save & Accept
Powered by CookieYes Logo