MyMagMutual Agent: An Overview
MyMagMutual Agent is your one-stop destination to find important customer and policy information and make you better equipped to service PolicyOwners.
This new digital experience gives you access to:
• view customer, policy and billing information
• download policy documents
• request loss run history for your customer
• get help with policy changes, credentialing verification and more
• manage customer access to MyMagMutual
• search an extensive resource library of forms, applications and marketing materials
• stay up to date with the latest MagMutual news and announcements
MyMagMutual Agent offers a replacement to Agent Portal and PolicyView.
Getting Started: Accessing MyMagMutual Agent
How do I get set up with an account?
Visit magmutual.com/register and select I am an Agent to set up your account.
If you’re not found in our system, ask your Agency Administrator to set you up as a new user in MyMagMutual Agent under the Manage Agents section. Next, you’ll get an email inviting you to activate your new account on magmutual.com. From here, simply follow the steps to register and verify your identity through a secure process.*
*Our former agent portal is available as we transition to the new one. However, the credentials you've used for that portal will not transfer. You must use a magmutual.com account to access the new portal.
How do I log into MyMagMutual Agent?
With our latest release, you can now access all things MagMutual from a single place – magmutual.com. To get started, click the login link at the top of the screen and navigate to the My Account page. The MyMagMutual link will take you to your new home page, where you can access customer and policy information.
What’s Inside: Navigating the New Home Page
What can I expect when I log in to MyMagMutual Agent?
Once you’re logged in, you can easily access the most frequently used sections of the portal right from the top menu bar. Here, you can access your Customers, our library of Resources, the MagMutual Learning Center and a new way to get Support online.
The Home page also houses the Communication Center, where you can learn about the latest news from MyMagMutual. An Overview of your active Customers is featured just below that.
What’s Inside: Making the Most of Customer Information
How do I locate a customer’s policy information, documents or billing details?
Click Customers in the top menu bar to access a list of all your associated policy holders. Once you select an account, you are presented with a deep dive into their Policies, Billing and Documents. Select a policy to view more information.
Pro tip: if you have multiple policy holders, try sorting or searching the list to locate a specific customer.
Where can I view my customer’s documents?
After you have selected a customer’s account, select the Documents tab and click on a policy to view details. From here, you’ll be able to see a list of available documents and access each one to view, print, download or save.
How can I view Billing details for a Policyholder?
After you have selected a customer’s account, select the Billing tab and click on a policy to view details. From here, you’ll be able to see Installments and Payment Plan details.
Pro tip: click the Back to All Customers link to navigate back
Where can I see the premium by doctor?
Once you select a policy, click the Who’s Protected tab to view details of your customer’s insureds. Here you can see the physician’s name, their status, the classification and specific premium.
Note: Who’s Protected data is not available for all policies.
How do I find Owners Circle benefits for my policyholder?
If your customer is enrolled in Owners Circle, their benefits, statements and more can be found on the Owners Circle tab under the policyholder’s account.
New Feature Highlight: Managing Customer Access to MyMagMutual
Did you know customers can access their policy information from MyMagMutual directly? That’s right. You can save time and delight your policyholders by giving them self-service access to policy and billing information, documents and support from the MagMutual service team.
How can I see if my customers have registered for the MyMagMutual customer portal?
Once you click into a policyholder’s account, you can manage your customer’s access to MyMagMutual from the Manage Users tab. Here you’ll be presented with a list of your customer’s contacts that are associated with your policies. The Status and Access level can help you verify if a user has access to MyMagMutual. If the user is Active and has an Access Level, they have access to a MyMagMutual account and can log in from magmutual.com. If you see the Invite button next to their name, they have not yet registered. Clicking this button will send them an invitation to set up their account.
How do I invite a new contact to the MyMagMutual customer portal?
First, navigate to a policyholder record and select the Manage Users tab. It’s a best practice to check first to see if your contact is already listed. If not, use the Add New MyMagMutual User button to create a new contact. Once you enter and save the contact’s information, this triggers a welcome email inviting them to register and verify their MyMagMutual account on magmutual.com.
How do I know which MyMagMutual access level I should give to a customer?
The Policy Admin profile offers broad access to those who need to view all policy details, billing information and documents for that account. This user also has access to submit Support cases to MagMutual, as well as workers' compensation claims if enrolled.
The Customer Only profile is more limited and offers individual insureds access to general support and insurance verification requests. Select this access if you do not want this user to access your policy details, premiums and more.
How do I modify a customer’s access level?
First, locate the account within the Customer section. Then navigate to Manage Users to search for the specific user that you wish to modify. From here, you can edit the contact’s status or access level.
What’s Inside: Navigating Resources
Where can I find important resources, marketing material, forms and proposals?
Head on over to the Resources section, where you can access an extensive library of content that can make you more effective and better informed. Here you can find:
- Applications and Forms
- Marketing Materials
- Rate Filings
- Risk Management information
- UpToDate information
- Workers' Comp Kits
- MagMutual Contacts
What’s Inside: Making the Most of Self-Service Capabilities
Where can I submit a question for service or support?
If you or a policyholder needs help from MagMutual, navigate to Support in the top menu bar. Here you have a few options to get the service you need:
Get Support - Use this option if you have a question about claims, billing, risk or another general request.
Request Report or Insurance Verification - Select this option to request insurance or claims history, a loss run or certificate of insurance. You can also request loss runs for one of your policyholders by specifying loss run in the request type drop down.
These requests will create a case, which you can view on the main Support page under My Cases.
How can I check the status of my inquiry?
When you submit a Support case, you’ll get an email confirming we’ve received it, along with your Case Number. Cases submitted through MyMagMutual Agent display on your Support page with the case number, type of request, status, subject and the date it was submitted. Click the Case Number to access the details. If a file is associated with your case, you’ll find it here.
You can expect to get an email when your case is closed. For additional details on your case, log back into MyMagMutual Agent and locate your case in the Support section.
How can I request changes to a policy?
Customers often need to make changes to their policies, and it’s easy to request this right from the Support page. First, select the Request Policy Change button, then choose the corresponding policy and click Next. Here you have options to specify the type of change - such as if a customer needs to add or change an insured location or a physician, or change coverage or limits.
How do I request a payment plan change?
Payment plan changes can be initiated from the Billing section under a customer’s account. From your Customers list, select the account for which you’d like to request a change. Click on Billing and select a policy.
The Payment Plan section displays the customer’s current plan and other plans available. To select a new plan, click Request this Plan next to the option you wish to select. This will submit your request for our team to process. Keep in mind changes are not in effect until confirmed by MagMutual and customers should continue making payments for the existing plan until the change is reflected on the next invoice.
Managing Access to MyMagMutual Agent
What is my access level?
Your online experience will be tailored to your specific access level. Here’s a breakdown of the different user profiles within MyMagMutual Agent:
The Agent profile provides access to customer records in which the agent is the producer on a policy. If you have an Agent profile, you can see information for your clients.
The Agency Manager profile offers broad access to all customer records for an agency. If you have this profile, you can view all customer information for your agency.
The Agency Admin profile also offers broad access to all customer records for an agency. If you have this profile, you can view all customer information for your agency, like the Agency Manager. You also have the added ability to add and manage MyMagMutual Agent users within your organization, which can be done from the Manage Agents section.
How can I add new agents to the portal?
If you are an Agency Administrator, you have access to view all customer information for your agency – just like the Agency Manager profile. You also have an additional feature that lets you to set up new MyMagMutual users from your company - and manage their accounts.
To get started, visit Manage Agents in the top menu bar. This page will display a list of contacts associated with your agency.
For existing contacts, the Status and Access Level can help you verify if a user has access to MyMagMutual Agent. If you see the Invite button next to their name, they have not yet registered. Clicking this button will send this contact a welcome email with details on how to register for their account.
To add a new contact, click the Add New Agent User button. Once you enter and save the new contact’s information, the contact will receive an email to register for their MyMagMutual account. Keep in mind, when adding new users, the Agent profile will only see customer information when they are associated as a producer on a policy.
How do I change one of my agent’s details, access level or status?
If you need to change a user’s details, Visit the Manage Agents page and click the Edit button next to their name. If you have an agent who no longer works with you, you’ll want to update their status to Inactive. This assures they will no longer be able to access MyMagMutual.
If you need to set up another Agency Admin, simply check the box to Request Agency Administrator Access, and a MagMutual associate will handle the rest.
Why do I not see all of my customers?
If you are set up as an Agent profile, MyMagMutual will display the customer records for which you are the producer on a policy. If you recently took over an account and do not see your customer details in MyMagMutual, please visit the Support section to request to have the producer updated on the policy.