Log in to manage your licenses, contracts, and clients — all in one place
Agent Portal Information
Welcome to your Windermere Financial Agent Portal — the secure, all-in-one platform designed to support your business growth.
Key Features:
Insurance Licenses
- Manage and track licenses across all 51 states
- View active licenses, monitor expiration dates, and check license details by state.
Carrier Contracts
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Access your active carrier contracts and commission agreements.
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Track approval status, request new contracts, and manage personal or entity-level agreements.
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Client Management (CRM)
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Store client profiles with personal info, Medicare numbers, and contact details.
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Add and manage insurance policies.
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Record notes and track client interactions.
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Marketing Tools
- Download business cards, branded marketing materials, and co-branding resources
Support & Help Center
- Contact support, view FAQs, and access onboarding help all in one place.