Contact inbox
Contact@fullcircleinsurancebrokers.com
Primary public inbox for website forms, ad landing-page leads, and FCIB Assistant submissions.
Administrator sign in
Enter your administrator password to open FCIB Admin. Use the site server URL (not a saved file link).
Two-factor verification
We texted an approval code to your phone (***-***-3663). Enter it below to approve this connection.
Business Command Dashboard
One page for every tool you use to run Full Circle — quotes, carriers, banking, marketing, automations.
Also open from hard drive: business-dashboard.html or OPEN-BUSINESS-DASHBOARD.bat
Client portal (no client login)
Jump straight into the signed-in client experience — policies, pay & review, claims, and AI help. No client username or password.
Sample client (John). Use Client accounts to open a specific person the same way.
Developer mode (read-only)
You can preview public site pages only. Customer accounts, CRM, quotes, chat logs, and all edit tools are hidden. You cannot change website content or data.
Overview
Live counts across customer touchpoints and partner activity.
Smart Choice connection
Agency NC0FCF · Carlos Cobham · Full Circle Insurance Brokers LLC
Sign in with carloscobham@fullcircleinsurancebrokers.com / Isbn978047$$ on the SC login page.
Zoom Workspace + Phone
Sign in to Zoom for meetings, Team Chat, and the Zoom Phone softphone (Smart Embed).
Workspace login plus in-page dialer for Zoom Phone from Full Circle Admin.
Grok by xAI
Sign in to Grok for research, drafting, and day-to-day agency AI assistance.
Opens grok.com from Full Circle Admin — no public contact gate for staff.
Facebook Page
Sign in to Meta / Facebook to manage the Full Circle page, posts, messages, and ads.
Opens Meta Business Suite and your public page from Full Circle Admin.
Social ad landing pages
Deploy-ready LPs for Facebook / Instagram / Meta ads: Auto, Home, Commercial, Life, and Medicare.
Copy production URLs with UTM tags for Ads Manager destination links.
Agency email
Open Contact@fullcircleinsurancebrokers.com and CarlosCobham@fullcircleinsurancebrokers.com in Outlook or Gmail.
Lead notifications and callback invites land in these inboxes.
Callback calendar
View 30-minute FCIB Assistant callback slots booked by ad landing-page prospects.
Eastern Time · 9am–5pm · open .ics to add a call to Outlook/Google/Apple Calendar.
EZLynx agent login
Sign in to EZLynx for rating, quoting, and agency management.
Opens the official EZLynx agent portal from Full Circle Admin.
Bluevine account
Sign in to Bluevine for business banking, transfers, and account management.
Opens the official Bluevine app login from Full Circle Admin.
Zoho account
Sign in to Zoho CRM, Mail, One, Books, Calendar, and Desk from Full Circle Admin.
Uses your Zoho accounts login — session stays in a shared workspace window.
Zapier account
Sign in to Zapier to build and run Zaps that connect Full Circle tools (CRM, email, SMS, forms, and more).
Opens Zapier login / dashboard from Full Circle Admin — session stays in a shared workspace window.
BackNine account
Quote & Apply for life insurance, long-term care, final expense, and related products on prospects’ quote page.
BOSS login · embed key in site-links.js · public apply page for Full Circle
Ivans login
Ivans Exchange · YF6NT · Mailbox YF6NT.YX68BDD
Carlos Cobham · Agency Admin · Agency ID 111199
ERGO NEXT / Next Insurance
Agent portal and Next customer portal for small business policies.
Opens official Next Insurance login portals from Full Circle Admin.
Outbound Call AI
Dial lists for Retell/bots, AI scripts, call transcripts, notes, and recordings.
Webhook: /api/retell-webhook · Export ready-to-dial JSON/CSV
EZLynx CRM · Book of business
MySQL CRM under Admin — clients, policies, CSV import from EZLynx, and webhook sync.
Path: crm/ · Dashboard, client list, policy CRUD, Book of Business import.
ERGO NEXT · Next Insurance
Next Insurance portals
Sign in to the NEXT Agent Portal or the Next Insurance Customer Portal (SPA under nextinsurance.com).
Agent & customer login
Next requires sign-in on their secure sites. After you sign in once, Full Circle reopens the same browser window so your session stays active. Their portal is a single-page app and cannot be embedded here.
- Click Agent login for the NEXT Agent Portal, or Customer portal for policyholder self-service.
- Enter your Next / ERGO NEXT credentials.
- Complete any multi-factor or device checks.
- Keep this FCIB Admin tab open and reuse the workspace window for later clicks.
Session active — links reopen your signed-in Next window
Agent URL is the official NEXT Agent Portal authentication page. Customer portal is the Next Insurance Customer Portal (title from their app shell).
Agent login: https://agents.nextinsurance.com/authentication
Customer portal: https://portal.nextinsurance.com/
Marketing site: https://www.nextinsurance.com/
Need a quote or appointment tools after login? Use the agent portal on Next’s site, then return here anytime — your session stays in the shared workspace window.
Ivans Exchange · YF6NT
Sign in to Ivans
Carlos Cobham · Agency Admin · Account YF6NT · Mailbox YF6NT.YX68BDD · Agency ID 111199
Agent log in
Ivans Exchange requires sign-in on their secure site. After you sign in once, Full Circle reopens the same browser window so your session stays active.
- Click Sign in to Ivans (workspace window recommended).
- Enter your Ivans credentials (or complete their SSO flow).
- Complete any multi-factor checks Ivans requests.
- You’ll land on the agency dashboard — keep this FCIB Admin tab open.
Session active — links reopen your signed-in Ivans window
Exchange menu (Full Circle Insurance Brokers LLC · YF6NT)
After you sign in once, every Ivans button reuses the same browser window so cookies keep you signed in. Use the same browser profile (not a private window). Their portal cannot be embedded inside Full Circle.
Account: Full Circle Insurance Brokers LLC (YF6NT)
Mailbox: YF6NT.YX68BDD · Agency ID: 111199 · Role: Agency Admin
Agency dashboard: /Portal/Dashboard/Agency/111199
Dashboard tabs on Ivans (after login): Resend, Dashboard, Connections, Feedback. Open Home to use those tools inside Exchange.
Agency transaction trends (chart selector)
Available on the Ivans Home dashboard under Agency Transaction Trends:
- eDocs & Messages Statistics
- Claims Statistics
- DBCS Statistics (Direct Bill)
- Commercial Lines Statistics
- Personal Lines Statistics
- All LoBs Comparison
- Year over Year (default)
Export options (same dashboard panel)
Use the Export dropdown next to the trends chart on Ivans:
- Past Year
- Past Year by Month
- Past 3 Years (when enabled for your account)
- Past 3 Years by Year (when enabled)
Register with carrier
On the Ivans Home dashboard, Available Connections opens a Register with carrier modal:
- Prompt: “Please make your download selections to request download with carrier.â€
- Select mailbox and download options
- Codes — if codes are incorrect, contact the carrier
- Buttons: Cancel · Confirm and register
News
The Ivans Home dashboard includes a News panel. Public headlines and the Connections dashboard tab also live on Ivans Exchange after login.
News archive: https://www.ivans.com/news/in-the-news/2025/
Connections grid (download LOBs)
On the Connections tab, carrier rows are tracked by transaction type. Columns on your agency grid:
Business transactions
- eDocs & Messages
- Claims
- Direct Bill Commission
Commercial lines
- Agriculture Package
- CL Automobile
- Business Owners
- Crime
- General Liability
- CL Inland Marine
- CL Package
- Property
- CL Umbrella
- Workers Compensation
Personal lines
- PL Automobile
- Dwelling Fire
- Flood
- Homeowners
- PL Inland Marine
- Mobile Home
- PL Package
- PL Umbrella
- Watercraft
Download status codes (legend)
Shown on the Connections report:
dl— Downloadingpk— Downloading As Packagedi— Download Quality Issuesc— Pending Downloadsc— System Configured / Pending Downloadcc— Carrier Configured / Pending Downloadw— Wanta— Availablewf— Want Futureqi— Quality Issues; Stopped Downloadnw— Do Not Want — Not Writingo— Do Not Want — Othernp— Not Appointed To Write
NOTE: Updates to your connections report may result in your agency being contacted by Ivans. Help: connections@ivans.com
Export: Connections or Connections & Feedback. You can also schedule Connections Report delivery on Ivans.
Carrier contact cards can show Interface Contacts, Notes, and a dialog titled Instructions for Download Registration (read-only instructions + OK). Open those on the Connections tab inside Ivans.
Connections report scheduler
On Connections, the schedule icon opens Connections Report Scheduler with two tabs (Cancel / Save):
- Change Notification — Enabled Yes/No · Send to (e.g. Carlos Cobham) · notification email with a link when a new LoB is added
- Scheduled Delivery — Enabled Yes/No · Send to · email with connections report every week or month
Configure those settings on Ivans (not inside Full Circle).
Feedback tab
Dashboard tab Feedback filters agency feedback by category:
- Downloads with Quality Issues (
di) - Quality Issues — stopped download (
qi) - Want Future (
wf) - Want & AMS Configured (
w_sc) - All
Feedback subtypes can include Carrier Addressing, Management System Issue, and Resolved (for di / qi).
Resend tab
Dashboard tab Resend lets you search transactions to resend:
- Policy # — minimum 4 characters
- Download Type(s) — Policy · Claim · eDoc · Mixed (default: Policy, Claim, eDoc, and Mixed)
- Match Type — Exact · Start of Policy or Claim # (default)
- Initial Sort — Policy Number, Claim Number, Insured, Effective/Expiration/Transaction dates · Asc/Desc
- Search / Clear · Transactions Resent count · Export CSV
- Go To Mailbox — opens Mailbox; the “transactions resent†list is cleared when you click it (export first to keep a copy)
Resend also has its own News panel (same “All Ivans Latest News†link). Resend tools run only on Ivans Exchange after login.
Session & support (on Ivans)
- Idle timeout: about 60 minutes of inactivity may end your Ivans session — click any menu button here to reopen the same window and sign in again if needed
- In-app help: Ivans may show an embedded support chat widget on the Exchange portal
- Connections help: connections@ivans.com
Bluevine · Business banking
Sign in to your Bluevine account
Open Bluevine for Full Circle business checking, payments, transfers, and account tools.
Account log in
Bluevine requires sign-in on their secure site. After you sign in once, Full Circle reopens the same browser window so your session stays active.
- Click Sign in to Bluevine (workspace window recommended).
- Enter your Bluevine email and password.
- Complete any multi-factor authentication Bluevine requests.
- You'll land in the Bluevine app dashboard — keep this FCIB Admin tab open.
Session active — links reopen your signed-in Bluevine window
After you sign in once, every Bluevine button reuses the same browser window so cookies keep you signed in. Use the same browser profile (not a private window). Their dashboard is a Vue SPA — it cannot be embedded inside Full Circle.
Account login (vue-login): https://app.bluevine.com/login
App / dashboard (post-login): https://app.bluevine.com/
Need banking tools after login? Open the Bluevine app, then return here anytime — your session stays in the shared workspace window.
Zoho · CRM · Mail · One
Link your Zoho account
Sign in once with your Zoho credentials, then jump into CRM, Mail, One, Books, Calendar, Desk, and more from Full Circle Admin.
Account sign-in
Zoho signs you in on their secure accounts page. After the first login, Full Circle reopens the same browser window so your session stays active across Zoho apps.
- Click Sign in to Zoho (workspace window recommended).
- Enter the Zoho email and password for Full Circle (e.g. your agency Zoho user).
- Complete any multi-factor authentication Zoho requests.
- Return here and open CRM, Mail, or Zoho One — they reuse the signed-in window.
Session active — Zoho tools reopen your signed-in window
Use the same browser profile (not a private window). Zoho apps cannot be embedded inside Full Circle for security reasons — they open in a linked workspace window.
Linked personal profile: https://accounts.zoho.com/home#profile/personal
Zoho accounts login: https://accounts.zoho.com/signin
Zoho apps
Open the product you need. Each button reuses your Zoho session after the first sign-in.
Mail: https://mail.zoho.com/
Zoho One: https://one.zoho.com/
Tip: After sign-in, bookmark this Admin tab (#zoho-signin) for one-click access to Zoho CRM and Mail while quoting.
Zapier · Automations
Link your Zapier account
Sign in once, then open your dashboard, Zaps, connections, and run history from Full Circle Admin.
Account sign-in
Zapier signs you in on their secure app. After the first login, Full Circle reopens the same browser window so your session stays active.
- Click Sign in to Zapier (workspace window recommended).
- Enter your Zapier email and password (or SSO if your team uses it).
- Complete any multi-factor authentication Zapier requests.
- Return here and open Dashboard, Zaps, or Connections — they reuse the signed-in window.
Session active — Zapier tools reopen your signed-in window
Use the same browser profile (not a private window). Zapier cannot be embedded inside Full Circle — it opens in a linked workspace window.
Linked EZLynx + Paths integration: https://zapier.com/apps/ezlynx/integrations/paths
Zapier login: https://zapier.com/app/login
Dashboard: https://zapier.com/app/dashboard
Zapier tools
Jump into the part of Zapier you need for Full Circle automations.
EZLynx + Paths: https://zapier.com/apps/ezlynx/integrations/paths
Zaps: https://zapier.com/app/zaps
Connections: https://zapier.com/app/connections
Tip: Bookmark this Admin tab (#zapier-signin) for the EZLynx + Paths Zap while working in Full Circle.
BackNine · Life · LTC · Quote & Apply
Link your BackNine account
Use BackNine BOSS and Quote & Apply so prospects can quote life insurance and other life/health-related products on Full Circle’s quote page.
BOSS sign-in
Sign in to BackNine BOSS to manage cases, generate your embed code, and open Quote & Apply settings.
- Click Sign in to BackNine BOSS.
- Enter your BackNine agency credentials.
- Go to Quote & Apply → select your widget → Generate Embed Code.
- Paste the
data-strife-keyintosite-links.jsasbacknineWidgetKey(and optionalbacknineApplySlug).
Session active — BackNine tools reopen your signed-in window
BOSS: https://app.back9ins.com/
Quote & Apply settings: https://app.back9ins.com/quote-and-apply
Prospect quoting
When Life, Annuities, or Health is selected on the quote page, Full Circle loads BackNine Quote & Apply for multi-carrier life, LTC, final expense, linked benefit, and accidental death.
Docs: docs.back9ins.com · Embed + prefill parameters for Quote & Apply.
EZLynx · Agent portal
Sign in to EZLynx
Connect to the EZLynx rater and agency management system for Full Circle Insurance Brokers quoting and policy work.
Agent log in
EZLynx requires sign-in on their secure site. After you sign in once, Full Circle reopens the same browser window so your session stays active.
- Click Sign in to EZLynx (workspace window recommended).
- Enter your EZLynx username and password (or use SSO if your agency uses it).
- Complete any multi-factor or device checks EZLynx requests.
- You’ll land in the EZLynx dashboard — keep this FCIB Admin tab open.
Session active — links reopen your signed-in EZLynx window
After you sign in once, every EZLynx button reuses the same browser window so cookies keep you signed in. Use the same browser profile (not a private window). Their app is a single-page app under /web/dist — it cannot be embedded inside Full Circle.
Agent login: https://app.ezlynx.com/auth/account/login
Web app (post-login SPA): https://app.ezlynx.com/web/dist
Dashboard: https://app.ezlynx.com/web/dashboard
Need rating tools after login? Open the web app/dashboard, then return here anytime — your EZLynx session stays in the shared workspace window.
Zoom Workspace
Sign in to Zoom Workspace
Open Zoom’s secure account profile for Full Circle Insurance Brokers, then jump to meetings, Team Chat, Phone, and mail/calendar (when enabled on your Zoom plan).
Zoom account log in
Zoom must be signed in on their site or desktop app. Use the buttons below to open the official Zoom Workspace sign-in and home.
- Click Sign in to Zoom Workspace (workspace window recommended).
- Enter your Zoom email and password (or SSO if your account uses it).
- Complete any 2FA or device verification Zoom requests.
- Stay signed in for meetings; keep this FCIB Admin tab open.
Session active — links reopen your signed-in Zoom window
After you sign in once, every Zoom button reuses the same browser window so your Zoom cookies keep you signed in. Leave that window open or use the same browser profile.
Sign-in URL: https://zoom.us/signin
Zoom Phone (Smart Embed)
Softphone for your Zoom Phone subscription — answer client calls/texts to 704-765-6899, dial out, SMS, voicemail, and call history without leaving FCIB Admin. Sitewide Call / Text buttons on public pages connect clients to this same Zoom Phone number. Sign in with your Zoom account inside the panel below.
- Install Zoom Phone Smart Embed from the Zoom App Marketplace (admin).
- Add this site’s domain to the app’s approved domains list (e.g. your production host and
127.0.0.1for local). - Sign in to Zoom Phone in the embed, then place or answer calls here.
Zoom Phone ready
Marketplace app: Zoom Phone Smart Embed · Docs: Smart Embed guide
Need your recurring FCIB Zoom room? Set zoomMeeting in site-links.js, then it will appear here automatically.
Grok · xAI
Sign in to Grok
Open Grok for research, drafting emails and quotes, policy Q&A support, and general agency AI assistance.
Grok account log in
Staff sign in directly on grok.com (X / Google / email, depending on your account). Public site visitors still use the contact-gate flow on the Contact page; this admin panel bypasses that.
- Click Sign in to Grok (workspace window recommended).
- Sign in with your X, Google, or Grok credentials.
- Complete any verification Grok requests.
- Keep this FCIB Admin tab open; later clicks reopen the same Grok window.
Session active — links reopen your signed-in Grok window
After you sign in once, every Grok button reuses the same browser window so cookies keep you signed in. Use the same browser profile (not a private window).
Grok: https://grok.com/
xAI: https://x.ai/
Tip: use Grok for carrier research, email drafts, and explaining coverage — always verify final advice against carrier guidelines and licensed agent judgment.
Microsoft 365 · Google · Agency mail
Full Circle email inboxes
Open the agency Contact inbox and Carlos Cobham’s mailbox for lead notifications, callback invites, and day-to-day mail.
Carlos Cobham
CarlosCobham@fullcircleinsurancebrokers.com
Backup notification inbox (also receives every prospect/contact submission and callback calendar invites).
How to sign in
- Click Open in Outlook (Microsoft 365) or Open in Gmail for the inbox you need.
- Sign in with that mailbox password if prompted (use a login hint so the correct account is selected).
- Keep this Admin tab open — later clicks reopen the same workspace window when possible.
Outlook web: outlook.office.com/mail · Gmail: mail.google.com
Facebook · Meta
Full Circle Facebook Page
Sign in to Facebook / Meta Business Suite to manage your page, posts, inbox, and ads from Full Circle Admin.
Page & Business Suite
Use the buttons below to open Facebook login, Meta Business Suite, your public page, Ads Manager, or Creator tools in a reusable workspace window.
- Click Facebook login or Business Suite.
- Sign in with the Facebook account that has Page access for Full Circle.
- Complete any 2FA Meta requests.
- Keep this FCIB Admin tab open — later clicks reopen the same Facebook window.
Session active — links reopen your signed-in Facebook window
After you sign in once, every Facebook button reuses the same browser window so cookies keep you signed in. Use the same browser profile (not a private window).
Business Suite: https://business.facebook.com/
Set your public Page URL in site-links.js as facebookPage (for example https://www.facebook.com/YourPageName). That powers “View page†here and the site footer Facebook icon.
Smart Choice · eM Business Center
Sign in to your Smart Choice account
Connect as Carlos Cobham · Agency NC0FCF · Full Circle Insurance Brokers LLC.
Agent log in
Smart Choice requires you to sign in on their secure site (including 2FA when enabled). Use the credentials below on the official agent login page.
Smart Choice sign-in credentials
- Click Sign in to Smart Choice (workspace window recommended).
- Enter username
carloscobham@fullcircleinsurancebrokers.comand passwordIsbn978047$$. - Complete 2FA if prompted.
- You’ll land on the Business Center Dashboard — keep this FCIB Admin tab open.
Session active — links reopen your signed-in Smart Choice window
After you sign in once, Smart Choice buttons reopen the same window so your session cookies stay active. Use the same browser (not a private window).
Login URL: https://commissions.smartchoiceagents.com/user/login
After you sign in, open the full tool panel for documents, Smart Start, blogs, and agency users.
Site pages
Open any section in a new tab to verify content and layout.
Social ad landing pages
Use these hero landing pages as destination URLs in Facebook, Instagram, and Meta Ads Manager. Each page includes FCIB Assistant, Zoom Phone call/text, and callback scheduling.
Deploy URL for ads
Set your live site origin (no trailing slash). Default is production. Local preview uses this browser’s origin.
After cPanel deploy, paste each Ad destination URL into Meta Ads Manager → Ad → Destination.
Deploy checklist (cPanel / live site)
- Upload the whole site (or at least the
ads/folder +assets/,api/, and shared JS/CSS) to your host. - Confirm each LP loads over HTTPS (required by Meta for ads).
- In Ads Manager, set destination to the matching product URL below (with UTMs).
- Test FCIB Assistant, header phone, and callback booking on the live LP.
- Track callbacks under Admin → Callback calendar.
Files live in ads/auto.html, ads/home.html, ads/commercial.html, ads/life.html, ads/medicare.html
(shared ads/ads.css + ads/ads.js).
Insurance Q&A
No questions logged yet.
Agent chat
Visitor conversations from the header Chat with Agent widget.
No chat sessions yet.
Callback calendar
Prospect callback times booked through FCIB Assistant on ad landing pages (30-minute slots, Eastern Time).
Month
SunMonTueWedThuFriSat
Upcoming callbacks
No callback slots booked yet. When prospects pick a time in FCIB Assistant, events appear here.
EZLynx CRM
Full book-of-business CRM under Admin — clients, policies, EZLynx CSV import, and webhook receiver. Runs on PHP + MySQL (crm/ folder).
Dashboard
Stats, recent clients, expirations
Clients
Search, filter, open records
Add client
Manual client entry
CSV import
EZLynx Book of Business / Policy Master
First-time setup
Create admin user — delete file after use
Webhook
crm/ezlynx_webhook.php · header X-FCIB-Webhook-Secret
Deploy: import crm/schema.sql in MySQL, edit crm/config.php, run setup once.
Details: crm/DEPLOY.md · Security: crm/SECURITY.md
Call & service list
Quick pipeline for who to call and service today (site-local). Separate from the EZLynx book-of-business CRM above.
No contacts yet. Add a client or prospect to start your call list.
Select a contact
Pick someone from the list, or create a new client/prospect to call and service.
Client accounts
Review portal access requests, activate web portal accounts, and link insurance company logins so clients stay on Full Circle. Activation alerts go to Contact@fullcircleinsurancebrokers.com.
No client accounts found.
Affiliate quotes
Update quote status when FCIB progresses a referral.
No affiliate quotes yet.
Affiliates
Registered realtors and loan officers with portal access.
No affiliates registered yet.
Outbound Call AI
Upload scripts/docs for your outgoing AI, manage dial lists formatted for Retell (and other bots), then review each call’s notes, transcript, and recording.
Bot / Retell settings
RETELL_API_KEY: checking…
No contacts yet. Add rows or paste a CSV below.
No AI documents uploaded yet.
Select a call
Transcript, notes, analysis, and recording appear here.
No call results yet. Launch a batch or wait for Retell webhooks.
Export dial list for Retell / outbound bots
Retell batch format uses to_number (E.164) plus retell_llm_dynamic_variables
(customer_name, first_name, last_name, email, product, policy_number, …) and metadata.fcib_contact_id.
Developer access
Create a unique username and password for each person who needs page previews only. Forward them the link below. They cannot see customer data or edit the site. You get an email when they sign in.
Link to send developers
After you create credentials, copy the invite text and send it privately (email/SMS). Do not post passwords in public channels.
Active & revoked accounts
No developer accounts yet. Create one above.
Access log
Logins, denied attempts, revocations, and page previews. You are also emailed on successful sign-in.
No access events yet.
Smart Choice · eM Business Center
Welcome, Carlos Cobham
Agency Code: NC0FCF
Launch your Smart Choice Business Center from Full Circle Admin. Sign in on their site to use Dashboard, Documents, Agency Tools, and the agency switcher.
Agency NC0FCF
Carlos Cobham · Full Circle Insurance Brokers
Top bar
Agency switcher
Use the dropdown at the top of Smart Choice to switch agency codes (including the new 6-digit codes).
Maintenance notice
If you do not see your most recent documents on the Documents page, please use the dropdown menu at the top of the page to switch to the new 6-digit agency code. These codes will be merged soon and the dropdown will go away automatically when that happens for your agency.
Submit Business with Smart Start
Smart Start Training
Document Search
Opens Smart Choice Documents. If the type doesn’t pre-select, choose it in their dropdown (and switch to the new 6-digit agency code if files are missing).
Carrier Statement
Required on Smart Choice when document type is Carrier Statement. Wildcard * is allowed.
Smart Start Personal Lines Policy
Required on Smart Choice when document type is SSPL policy. Wildcard * is allowed.
Commissions Summary
Month and year match Smart Choice’s search form. Their Search button posts with a one-time token on their site — we open Documents pre-filled via query string; click Search there if needed.
Full Circle Insurance Brokers LLC
dba Full Circle Insurance Brokers LLC
Agency Code NC0FCF · from Smart Choice agency users list
Managers
- Carlos Cobham
Users
- Carlos Cobham
Recent blog posts
-
Whether you’re brand new to the insurance business or a seasoned agent, at some point, you’ll likely have the opportunity to roll your book of business over to new carriers. Perhaps you purchased another agent’s book of business and want to move your new clients to your preferred carriers.
-
Writing personal lines business is the primary bread winner for most agencies, and Smart Start Personal Lines can assist you in exceeding your goals without having to wait on a lengthy appointment process. Our dedicated underwriters are your partners throughout the process and will work to provide the fastest turn-around time possible to get you writing business immediately!
-
Many agencies attempt to write commercial business and give up after only a few weeks or months when they don't see immediate results. Agencies face the daunting task of learning every carrier’s different coverage forms, terminology, different marketing techniques and obtaining competitive carrier appointments.
Dashboard
Business Center home after login (/home).
Agent log in
Sign in if your Smart Choice session expired.
My account
Account menu area (/user).
Agency Tools
Tools section from the main nav (/agency-tools).
