Welcome ATP Agents!
This page has all the resources needed to get started quickly.
Let's begin with the basics of granting system access to your new BOD Rep.
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Review the ATP Agent Checklist
Click here to access the PDF
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Submit the Team Member System Access Request
ABS > Agent Admin > Team Resources
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Submit the AAPA Agreement for licensed Reps
ABS > Agent Admin > Team Resources
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Add Team Members to NECHO
NECHO > Option 9 > Option 12
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Install OSOEz Outlook Rules
Click here for the OSOEz Install Instructions
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Grant Permission in Outlook to Shared Folders
Right Click your email address > Folder Permissions
Initial Setup Instructions
Step #1: Share Outlook Mail with Rep
You will want to share your Outlook mail with your rep so they can view the folders you are about to set up. The video will walk you through on how to do this.
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Step #2: Email Redirects
Contact MySFDomain (or your website provider) at
(877) 828-3131 to create 2 email addresses:- forms@yourdomain.com
- ATPREP1stName@yourdomain.com (like sean@yourdomain.com)
You can also do this by yourself by going to www.mysfdomain.com from your workstation. On the left hand side, choose Email, and then add these new emails in the center section. Make both of these email addresses go to the ATP Rep's email address.
** Like all redirects, these will not work internally. They only work if you send email to them from an outside email service such as Gmail, Yahoo, Hotmail, etc.
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Step #3: ECRM Onboarding Cases
If your ATP rep will be working Auto Claims, Fire Claims, and assisting with New Customer onboarding, you will need to schedule a time to meet with them for a screenshare. There is about 30 minutes of setup required in ECRM, and only the agent can apply the settings. The ATP rep will know what to do, so share your screen and they will do the heavy lifting!
© Copyright by Sean Morton, Sean Morton Insurance Agency, Inc, SPEED Training. All Rights Reserved.
State Farm has not reviewed or approved this material, and neither supports or endorses the material presented. Additionally, State Farm makes no warranty regarding the accuracy or usability of the information contained in the presentation.
