Agents: Adding a Web Account in AgriNet

This guide provides a step-by-step process for agents to create and manage web accounts for insured entities in AgriNet, ensuring efficient access to policy information. By following the instructions, users can quickly add accounts, edit details, and upgrade access levels, facilitating smoother communication and management. It also outlines the necessary actions for insured individuals to complete their account setup, enhancing their engagement with the system. Overall, this guide is essential for agents seeking to streamline account management and improve client interactions.

Jessica Shults
16 steps
53 seconds

Agrisompo

Creating Web Account for new entity/header

Navigate to <https://agrinet.agrisompo.com/policy>

Click on the reinsurance year to work in

Search Insured or Policy you want to add the web account to.

Click "Actions" Note: PHA Web Account List is currently blank. This tells the user that this entity/policy holder does not have a PHA account.

Click "Add Web Account"

Add username, First Name, Last Name, and Email Address.

Add the Insured Signed Date. This is the date the insured signed the Digital Signature form. If this insured has not signed this form, leave this field blank.

Click "Save"

Click "Close".

The user can now see the added PHA Web Account List.

To edit or add signature dates to the PHA Web Account, click the edit button.

Insureds will receive an email to the email address listed to complete set up. Instruction for insured set up are here:

Upgrading a Web Account to Full Access

Search Insured or Policy the user is wanting to upgrade.

Scroll down to find PHA Web Account List Click Edit.

Add First Name, Last Name, and Email Address. Note: User Name cannot be edited. This is the username that was provided to the insured on the PDIS letter that was received.

When upgrading to a Full Access account, the Insured Sign date needs to be entered. This is the date the insured signed the Digital Signature form.

Click "Save"

Insureds will receive an email to the email address listed to complete set up. Instruction for insured set up are here:

Agents: Adding a Web Account in AgriNet

Jessica Shults
16 steps
53 seconds

Agrisompo

Creating Web Account for new entity/header

Navigate to <https://agrinet.agrisompo.com/policy>

Click on the reinsurance year to work in

Search Insured or Policy you want to add the web account to.

Click "Actions" Note: PHA Web Account List is currently blank. This tells the user that this entity/policy holder does not have a PHA account.

Click "Add Web Account"

Add username, First Name, Last Name, and Email Address.

Add the Insured Signed Date. This is the date the insured signed the Digital Signature form. If this insured has not signed this form, leave this field blank.

Click "Save"

Click "Close".

The user can now see the added PHA Web Account List.

To edit or add signature dates to the PHA Web Account, click the edit button.

Insureds will receive an email to the email address listed to complete set up. Instruction for insured set up are here:

Upgrading a Web Account to Full Access

Search Insured or Policy the user is wanting to upgrade.

Scroll down to find PHA Web Account List Click Edit.

Add First Name, Last Name, and Email Address. Note: User Name cannot be edited. This is the username that was provided to the insured on the PDIS letter that was received.

When upgrading to a Full Access account, the Insured Sign date needs to be entered. This is the date the insured signed the Digital Signature form.

Click "Save"

Insureds will receive an email to the email address listed to complete set up. Instruction for insured set up are here: