First Western Insurance | RW Scobie

Accounting Detail
Website Policy Resources
MGA SOURCE ONLINE FOR AGENTS

Policy information on active customers is available 24 hours a day, including basic policy details.

To access MGA source online, click on the Agents Login tab on the home page. After entering user id and password, the following page looks like this:

For Accounting details, first locate the policy using one of the following search methods.

To bring up all policies for an agency, leave both search fields blank and simply click submit query
To bring up a specific policy, enter the policy number in the proper search field, and click on submit query. Entering the policy prefix will pull all active policies with that prefix.
Entering the insured's name (any word within the named insured) in the Insured Name Search box is another way to locate a policy. Click the submit query after entering the name. Hint- shorten the name entered if you have difficulty finding the policy using this approach.

After clicking on Submit Query, a screen will appear that shows all policies meeting the criteria entered for the search.

Click on the policy desired to open another screen that will list policy holder, policy information, and a link for Policy Detail.

More information is available by further clicking Policy Accounting Detail. If you have additional policy questions, contact Kim Jolliffe at kjolliffe@fwins.com