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Creating an Insurance Agent Account

Scenario 1 – Creating an Insurance Agent Account

This scenario details the steps needed for an Insurance Company to create an OH|ID User Account and an OHPS Insurance Company Account.   

Scenario Steps 

1. Click the Create Insurance Agent Account link on the Login Page. 

Click the Create Insurance Agent Account link on the Login Page.

 

2. The Create New Insurance Company Profile – Company Information screen will be displayed.  

The Create New Insurance Company Profile – Company Information screen will be displayed.

  • Complete all known information and all required fields.
  • If the user creating the Insurance Company has an existing OH|ID User Account, skip to Step 8 in this scenario.
  • If the user does NOT have an existing OH|ID User Account, proceed to Step 3.

3. Creating an OH|ID User Account. 

  • Click the Click here (or here) to create an OH|ID User Account.

The OH|ID Login Page will be displayed in a new window. 

•    Click the Create New Account button

Creating an OH|ID User Account

 

4. The Create Your OH|ID Account: Profile Information screen will be displayed. 

OH\ID Signup

  • Complete all known information and all required fields.

Note: Required fields are marked with an asterisk.

  • Select the I Agree checkbox to agree to the Terms and Conditions.
  • Click the Next button to proceed to the next screen.

The Create Your OH|ID Account: Security Setup screen will be displayed.

5. Create Your OH|ID Account: Security Setup

Create Your OH|ID Account: Security Setup

  • Enter a Username in the Username field.
  • Enter a Password in the Password and Confirm New Password fields.
  • Select a Password Recovery Method of Email, Mobile Number, and/or Security Questions and enter the corresponding information.

Note: Multiple Password Recovery Methods can be selected.

  • Click the Create Account button.

The Create Your OH|ID Account: Confirmation screen will be displayed.

6. Create Your OH|ID Account: Confirmation screen

Create Your OH|ID Account: Confirmation screen

  • Close the Create Your OH|ID Account: Confirmation window.

7. The Create New Insurance Company Profile – Company Information screen will be displayed.  

The Create New Insurance Company Profile – Company Information screen will be displayed.

8. Enter the user’s OH|ID username in the OH|ID field. 

Enter the user’s OH|ID username in the OH|ID field.

  • Click the Submit button.

    The Login Page will be displayed.

    The Permit Office will receive an email notification that a new company has requested to be flagged as an Insurance Company. Once the Permit Office approves the account to operate in OHPS as an Insurance Company, the user can log in and begin submitting Insurance Records on behalf of Hauling Companies.

    Note: Refer to the Insurance Customer Interface Training Packet for more information on navigating OHPS as an Insurance Company.