Your own Agent workspace
Sign up as an Agent and complete professional details in your portal. Your account name is filled in and remains editable.
For Insurance Agents
Professional document reviews with a clear, defined scope.
Apply directly in your Agent portal. Once approved, accept addressed requests, review the specific document, and record what you can attest.
What you can do
Administrator review
Submit an application for review. Approval is required before you can accept and complete attestation requests.
Addressed requests
Open invitations addressed to your account. You see the document provided for that request, rather than a Vendor’s entire private library.
Scoped attestations
Record the review scope and relevant statements supported by the document. The Buyer’s compliance decision remains separate.
Attestation history
Follow the requests you have reviewed and the attestations you have made in your Agent workspace.
Withdrawal and updates
Withdraw an attestation when you no longer stand behind it. Withdrawal records the change rather than erasing the history.
Administrator approval allows an Agent to use the attestation workflow. It is not proof of insurer appointment or licensing. An attestation is not insurer confirmation or a universal compliance certificate.
How to get started
- 1
Choose Agent and confirm your email
Continue to your Agent portal directly. You do not need to register as a Buyer or create a Buyer organization first.
- 2
Complete your professional application
Provide your agency or employer, role, jurisdiction, and relevant license details. Wait for administrator approval.
- 3
Accept and review an addressed request
After approval, open the invitation, accept the request, and review the specific document before submitting a scoped attestation.
Before you begin
Can I attest immediately after signup?
No. Your professional application requires administrator approval. After approval, you can accept and complete eligible requests addressed to you.
Can I see every Vendor document?
No. The request gives access to the specific document shared for your review. Other private documents remain outside that request.
Start in the right workspace.
One signup page for Buyers, Vendors, and Agents.
Get started as an Agent