MagMutual

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. It allows you to:

  • View customer, policy and billing information
  • Download policy documents and request insurance credentials
  • Submit claims online
  • Search an extensive resource library of forms, applications and marketing materials
  • Stay up to date with the latest MagMutual news and announcements

You must have a MyMagMutual account with credentials (username and password) in order to access the MyMagMutual Agent portal. Find out how to get started below!

Getting Started: Accessing MyMagMutual Agent

How do I set up an account?

Go to the MagMutual home page at MagMutual.com and click the MyMagMutual button. On the log in form, click the Register link. Select I’m an agent, enter your email and provide the information requested.

Next, you’ll get an email inviting you to activate your new MyMagMutual account. From here, simply follow the steps to register and verify your identity through a secure process.

If you receive a message that your information isn’t found in our system, ask your Agency Administrator to set you up as a new user in MyMagMutual Agent under the Manage Agents section. Or contact our Service team at 844-782-0025, option 5 (our dedicated number for agent assistance and questions).

How do I log in to MyMagMutual Agent?

Click the MyMagMutual button on the magmutual.com home page. Once logged in, you will be navigated to your MyMagMutual Agent home page where you will be able to access everything MyMagMutual Agent has to offer.  

 

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 main sections of the portal right from your home page: 

  • Within the Insuring section you can click to get a new quote, view quotes you have saved, and access OneModel. 
  • Under the Advising section you can access the Learning Center and view your CME credits. 
  • The Servicing section lets you access your communication center to read recent announcements, go to your Agent Inbox to view recent customer activity, view customer accounts, access our library of agent resources, file a claim, access your support page and, if you’re an agency administrator, access the Manage Agents page. 

 

Making the Most of Customer Information

How do I locate a customer’s policy information, documents or billing details?

Click Servicing in the top navigation bar and then My Customers to access a list of all your associated policyholders. 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 policyholders, try sorting or searching the list to locate a specific customer. Want to search by a policy number? You can do that, too. 

How will I see information about policy transactions for my clients?

You can go to your Agent Inbox to see information about transactions and documents for your clients. To access, click Servicing in the top navigation bar and then Agent Inbox. You also will receive policy activity emails when transactions are made and documents are available. Those emails will be sent from [email protected]; to ensure delivery, make sure that address is included on an approved sender list so it will pass through any filters or firewalls your organization has established.

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, Breakdowns of premium for each physician, and Payment Plan details.

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.

 

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 User Type can help you verify if a user has access to MyMagMutual. If the user is Active and has a User Type, 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?

  • Support - is an administrator with limited access. Users can submit support and insurance verification requests for their account.
  • Provider - is a healthcare provider who is a named insured on the policy. Users can access advice and learning content and submit general support and insurance verification requests.
  • Admin - is an administrator with full access. Users can view all policy and billing information, manage user access, pay bills online, submit support requests, submit claims requests, and access advice and learning content.

How do I modify a customer’s access level?

First, locate the account within your All Customers page. Then select the Manage Users tab to search for the specific user that you wish to modify. From here, you can edit the contact’s status or access level. As an agent, when you create a user, the user will get the default set of permissions assigned for the selected role. If any permissions adjustments are needed, these can be completed by an administrative user on the account or the MagMutual support team.

 

Navigating Resources

Where can I find important resources, marketing material, forms and proposals?

Access agent resources by clicking the view agent resources link on your homepage or, from the top navigation menu select Servicing and then Agent Resources. Here you can access an extensive library of content that can make you more effective and better informed. Here you can find:

  • Applications and Forms
  • Claims process and filing information (including Workers’ Compensation)
  • Marketing Materials
  • Proposals
  • Rate Filings
  • Risk Management information
  • Agent Toolkits, including details about UpToDate
  • MagMutual Contacts

 

Making the Most of Self-Service Capabilities

Where can I submit a question for service or support?

If you or a policyholder need help from MagMutual, navigate to the Support page by clicking the Get support or submit requests link on your home page or by selecting Servicing in the top navigation bar and then Support and Requests. On the Support page, you can choose from among the following options:

  • Get Support - Use this option if you have general requests or a question about claims.
  • Submit Claim Online - This option allows you to submit a claim for a client.
  • Request Report or Insurance Verification - Select this option to request insurance or claims history or a loss run.
  • Request Policy Change - At this time, you cannot request a policy change within MyMagMutual Agent. If you want to request a policy change, email our service team your request at [email protected].

How can I submit a claim for my customer?

On your MyMagMutual home page select the File a claim link, or select Servicing from the top navigation bar and then File a Claim. You can also file a claim from the Support page by selecting Servicing from the top navigation bar and then Support and Requests, on the Support page click the Submit Claim Online button. You’ll walk through a five-step process to submit a claim and will need such details as the account name, policy and policyholder information, the type of claim, and provider and incident details.

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?

At this time, you cannot request a policy change within MyMagMutual Agent. If you want to request a policy change, email our service team your request at [email protected].

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. Once on the Billing page, select the Payment Plan tab. 

The Payment Plan section displays the customer’s current plan. To select a new plan, click the Request New Pay Plan button. From here you will be able to view available payment plans and select a new plan. 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 set up new MyMagMutual users from your company - and manage their accounts.

To get started, click the Manage agents link on the home page or, from the top navigation select Servicing and then Manage Agents. 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 link 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 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 link 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 change the user’s Access Level to Agency Admin.

 

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.