Producer Portal

The Producer Portal (producer.openinsure.dev) is your agency’s command center for the full policy lifecycle — from new business submission through renewal and commission reconciliation.

---

​

Signing In

1. Go to producer.openinsure.dev 2. Sign in with your @mhcmga.com Microsoft account or email + password 3. You land on the Producer Dashboard

---

​

Dashboard

The dashboard shows:

• Bound this month — premium volume and policy count
• Pending submissions — submissions awaiting UW decision
• Renewals due — policies expiring in the next 60 days
• Outstanding tasks — items requiring your action
• Commission summary — earned vs. paid this quarter

---

​

Submitting New Business

1. Click New Submission in the top navigation 2. Select the line of business (General Liability, Workers’ Compensation, etc.) 3. Complete the ACORD application — the form auto-saves as you type 4. Upload supporting documents: - Loss runs (5-year preferred) - Financial statements (if required) - Photos or inspection reports 5. Click Submit to Underwriting

The submission enters the UW queue. You receive a confirmation email with the submission ID (e.g., SUB-2026-00042).

​

Tracking a submission

Open Submissions in the navigation. Each submission shows: Click a submission to see the full detail, UW notes, and any requested information.

---

​

Managing Policies

The Policies tab lists all in-force policies for your book of business. You can filter by:

• Line of business
• Carrier
• Effective / expiry date range
• Named insured search

Click any policy to see coverage details, documents, endorsements, and payment history.

​

Requesting an endorsement

1. Open the policy 2. Click Request Endorsement 3. Select the change type: - Add / remove named insured - Update mailing address - Adjust limits or deductibles - Add additional insured 4. Describe the change and attach supporting documents if required 5. Submit — the UW team processes within 1–2 business days

---

​

Renewals

The Renewals tab shows all policies expiring in the next 90 days. Renewal workflow:

1. Review the renewal list at 90 days out 2. Click Begin Renewal for each policy 3. Confirm or update the risk information 4. Attach updated loss runs if required (typically ≥ $25,000 premium)
2. Submit to UW — the renewal follows the same review flow as a new submission

Policies that are not submitted for renewal 30 days before expiry automatically generate a non-renewal notice task.

---

​

Certificates of Insurance

1. Open the policy requiring a certificate 2. Click Issue Certificate 3. Enter the certificate holder details: - Legal name and address - Additional insured (if required) - Special conditions or endorsements referenced 4. Click Issue — the COI is generated instantly as a PDF 5. Download or email directly from the portal

Tip: Certificates issued through the portal are live documents — they reflect the current policy status and cannot be backdated.

---

​

Commission Tracking

The Commission section shows:

• Earned — commissions accrued on bound premium
• Paid — amounts remitted in each statement period
• Outstanding — commissions due but not yet paid
• Statement history — downloadable commission statements by month

Commission rates are set per program in your agency agreement. Contact your MGA representative to dispute a commission entry.

---

​

Tasks

The Tasks tab centralizes action items across all submissions and policies: Tasks are also delivered by email and (if configured) Microsoft Teams.

---

​

Notifications

As a producer you receive notifications for:

• Submission status changes (Quote Available, Bound, Declined)
• Renewal reminders at 90 / 60 / 30 days
• UW information requests
• Payment failures on your book
• Commission statements available

Configure notification channels in Profile → Notifications.