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
Section titled “Signing In”- Go to producer.openinsure.dev 2. Sign in with your
@mhcmga.comMicrosoft account or email + password 3. You land on the Producer Dashboard
Dashboard
Section titled “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
Section titled “Submitting New Business”- 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
Section titled “Tracking a submission”Open Submissions in the navigation. Each submission shows:
| Status | Meaning |
|---|---|
| Received | In UW queue, not yet reviewed |
| In Review | Underwriter actively working |
| Quote Available | Terms and premium ready for your review |
| Bound | Policy issued |
| Declined | UW declined to offer terms |
| Referred | Escalated to senior UW or carrier |
Click a submission to see the full detail, UW notes, and any requested information.
Managing Policies
Section titled “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
Section titled “Requesting an endorsement”- 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
Section titled “Renewals”The Renewals tab shows all policies expiring in the next 90 days.
Renewal workflow:
- 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)
- 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
Section titled “Certificates of Insurance”- 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
Commission Tracking
Section titled “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.
The Tasks tab centralizes action items across all submissions and policies:
| Task type | Source |
|---|---|
| Information requested | UW asked a question on a submission |
| Document needed | Loss runs or financials required |
| Renewal due | Policy expiring; action needed |
| Endorsement pending | Change awaiting your confirmation |
| Non-payment alert | Policyholder payment failed |
Tasks are also delivered by email and (if configured) Microsoft Teams.
Notifications
Section titled “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.