Unfortunately, we do not have access to agent or agency login information for our carrier partners’ portals. We suggest following the carrier’s password reset instructions and, if you are still
Archives: FAQs
What happens if I’ve recently moved and need to update my license from non-resident to resident or vice versa?
If you’ve moved, please update your non-resident license to a resident license, and vice versa. *Please note that this usually requires your license to be inactive for several days before
What should I do when I renew my license(s)?
When you renew your license(s), please remember to send contracting@fidelisins.com a copy of your updated license(s) so we can keep our contracting records up-to-date.
What should I do if I’m obtaining a new state license and want to add an appointment to my existing contracts?
If you’re getting a new state license, please email a copy to contracting@fidelisins.com and let us know which carriers you’d like to be appointed with. Some carriers have “just in
Does the contracting department handle Agent commission questions?
No, you will need to email our Commissions Department at commission@fidelisins.com.
What should I do if my contracting link is not working?
Please open the contracting link in a private browser such as Safari, Google Chrome, or Microsoft Edge. If the issue persists, please reach out to the Contracting Department via phone
I received a compliance inquiry from a carrier. What should I do?
We will likely give you a call to make sure you received the email. Please read the inquiry carefully and respond to all questions thoroughly. If you have any questions,
How can I make sure my marketing materials are CMS-compliant?
If you have any concerns about your flyers, pamplets, banners, etc., being compliant with CMS regulations, send compliance@fidelisins.com the file, and we’ll let you know if we have any recommended
I have a compliance question. Who can I ask?
CMS requirements are always changing! Email us at compliance@fidelisins.com with any questions or concerns.
Why am I missing a commission missing from my statement?
There are various reasons why a commission could be missing from your statement.
When does Fidelis pay commissions?
Fidelis pays commissions and overrides bi-weekly.
How do I view my commission statements from Fidelis?
Fidelis commission statements can be found in your agent portal at https://fidelisagents.com/.
How can I see if I am ready to sell and what my writing number is for a specific carrier?
You can access you’re ready to sell statuses by logging into the fidelisagents.com portal and selecting contracts.
What can the people and operations department do for me?
At Fidelis Consultants, we focus on process improvement, labor oversight, strategy, and cross-departmental interaction.
How do I contact the servicing department?
Please send requests through the portal (maybe insert link here).
What can the servicing department do for me?
We want to help you schedule appointments, improve data accuracy, increase client retention, and grow your book through upselling.
How do I add appointments to my existing contracts?
Every carrier has different guidelines when requesting appointments.
What do I need to do to contract my entity/agency?
Send an email to newagent@fidelisins.com advising that you would like to contract your entity/agency.