Overview
Agency Settings is where you keep your agency's information current in Monoline, from contact details to E&S licenses to banking. These settings are available only to agency admins, so Account Executives at your agency won't see them. Here's how to find them and what you can update.
Open Agency Settings
Click your name in the top right corner of the Monoline dashboard.
Select Agency Settings from the dropdown.
The dropdown also includes other admin options, such as Agency Members, Commission Reports, and Integrations.
Update Your Contact Information and Business Details
At the top of the page, you'll find your agency contact information and agency business details. Click Update in either section to make changes.
Add Your E&S Licenses
Our non-admitted product requires your agency's E&S (excess and surplus lines) licenses on file. Add them here if you:
Quote business in Florida, Minnesota, or Maine
Have access to our $6M to $10M product
To add your licenses, click Update in the Agency Business Details section and enter the E&S licenses for each state where you'll write our non-admitted product.
Set Up Your Banking Settings
Add your agency's banking information so we can pay your commission.
Sign Your Agency Agreements
Before you can start binding, you'll need to sign and complete two agency agreements: the Producer Agreement and the Terms of Use. This is part of your onboarding process.
