Agent Portal Tutorials & Troubleshooting

Below is a list of Agent Portal Tutorial Videos:

Policy Lookup and Document Download

Document Upload

Upcoming Renewals

Policy Balance Lookup

How to Issue an E-Certificate of Insurance

Call our office if you need any assistance at 352-638-9400.

ERROR MESSAGE: You have no rights
If you click on the portal button and immediately receive an error about no rights, please call our office for assistance at 352-638-9400.

INTERNET EXPLORER USERS:

If the portal does not open once you click the Portal button it’s possible your pop up blocker settings for your web browser could be causing the issue. This is found under the Internet Explorer Tools menu. You can fix the settings so your computer will always allow pop ups from our website. Then try the portal button again.

If you’ve checked your pop up blocker settings and you are still unable to open the portal using Internet Explorer, then you may try a different web browser such as Google Chrome or FireFox. Please Note: Google Chrome/FireFox are not compatible with our PTS systems and is a temporary solution. Please contact your own I.T. person to fix the issue with the portal not opening since this is specific to the computer and/or your network/firewall. Please have your I.T. person call 352-638-9400 if they require assistance.

GOOGLE CHROME USERS:
If the portal will not open for you, click on the link below.
Cannot open Agent Portal in Google Chrome

FIREFOX USERS:
If you click on the portal button and it does not open, then you should have received a pop up notification that a pop up has been blocked.
If so, click Options on this pop up bar and click Always Allow Pop Ups from Ibgreen.com.

• If you did not receive a pop up, go to the Tools Menu on your Firefox window and select Options.
• Click Privacy & Security in Left Hand menu
• Scroll to the Permissions Section
• There should be a checked check box for “Block pop-up windows” with an Exceptions button to the right.
• Click the Exceptions button.
• Type https://ibgreen.com in the skinny white box and click Allow
• Click Save Changes
• Now, exit all Ibgreen windows and reopen a new window.
• Try the portal again.

***** Click the links below for help on the following topics:

Cannot open Agent Portal in Google Chrome

Upcoming Renewals – Print Renewal Notices and Invoices

Agent Report Options

Policy Lookup and Document Download – New Business Policies

Policy Lookup and Document Download – Renewal Policies

Submitting Endorsement Requests

Policy Balance Lookup

Document Upload

How to Issue an E-Certificate of Insurance

Call our office if you need any assistance at 352-638-9400.

Attention Agents: Please note, E-Delivery of Policy Documents has been turned on for all agencies. This means agency copies of policy documents should arrive electronically in most cases.