First Western Insurance | RW Scobie | Policy Retrieval Instructions

Policy Retrieval Instructions
Website Policy Resources
MGA SOURCE ONLINE FOR AGENTS

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

Information including limits, deductibles, and the type of coverage can be quickly obtained within MGA source online. The information provided in this area does not alter or replace actual insurance policy wording. Refer to the actual policy when necessary.

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 policy or endorsement retrieval, 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.

Click on the POLICY DETAIL link as shown below.

A list of documents will appear. Click on the appropriate document.

The policy/endorsement will open in an Adobe window.

From here you can print or email the PDF file. If you chose to email it, please select the email attachment option rather than the email link option.

Contact the underwriter listed if you have additional questions.