Agent Resource Center Release Guide

띙띚띞띟띛띜띝 Performance Improvements One of the biggest upgrades is behind the scenes: • Faster page loads • Faster policy lookups • Improved system responsiveness 踰踱踲踳 Especially noticeable when working with client and policy data.  What Stayed the Same To reduce confusion:

• Your access and permissions have not changed • Your client and policy data remain the same • Core workflows (quoting, enrolling, commissions) are still intact  Frequently Asked Questions Q: Will the legacy Agent Resource Center remain available? A: Yes, for a period both versions will run in parallel. Q : Do I need to create a new password? A : You may be prompted during your first login as part of the new secure sign-on process. Q : Will I need to log in again every time? A : No—after your initial login, access should be seamless across connected tools. Q : I can’t find something, where did it go? A : Most tools have been reorganized into fewer, clearer categories. Start with: • My Business • My Money • My Tools Q : Is anything missing from the old system? A : No—functionality has been improved and reorganized, not removed. Q : What if I use a delegate? A : Delegates will receive an invitation email to complete their own one-time SSO registration before accessing assigned functions.

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