Agent Dashboard Steps

Learn how to navigate through your agent dashboard.

1. Go to reaganai.com in your browser and log in.
2. This will take you to your agent dashboard.
3. From here, you will be able to view your dashboard, book of business, business tools and more.
4. If you click the filter button, it will allow you to display the data below by today, yesterday, the last 7 days, and so on.
5. Once you select your option, click on filter.
6. If you click on the toggle button on the right, you can switch between showing app count and premium.
7. This will update the graphs below
8. Below you can view your current agent rank, downline rank, all the way through to your overall placement by apps.
9. These rankings are based on issued year to date overall, and this is updated weekly in the chart and graph section.
10. You can hover over each graph to view more specific information.
11. You can also minimize or close a chart by clicking the respective icon in the top right corner of each individual chart.
12. To reset your dashboard, refresh your browser

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

Book of Business Steps

Learn how to navigate your agent dashboard.

1. Go to reaganai.com in your browser and login.
2. From your Agent Dashboard, click here on Book of Business.
3. Your Book of Business includes all personal and downline business, and defaults to year-to-date.
4. You can view your current agent rank, downline rank, all the way through to your year-to-date issued apps.
5. The rankings are based on issued year to date overall, and this is updated weekly.
6. By clicking this drop-down menu, you can select your information, or you can select an agent in your downline and the information will refresh below.
7. If you click the filter button, that will allow you to display the data below by today, yesterday, the last seven days, and so on.
8. Once you choose your option, click on filter.
9. If you would like to download a report, click on the download button, and then click on production.
10. This will automatically download the information into an excel file.
11. There are three ways to search for the information you are looking for.
12. First, in the search bar you can search by carrier, state, policy number, agent name, and by any of the information below.
13. Second, each column has a feature that allows you to sort.
14. For example, if you click on the premium column it will sort from ascending to descending.
15. You can also sort by multiple columns by clicking more than one column.
16. By clicking the column a third time, this will clear the sort feature.
17. Lastly, by clicking on the filter icon, you can filter the results, such as a specific date range.
18. To clear this feature, click on the filter icon again and click on clear.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

Turning 65 Steps

Learn how to navigate through your agent dashboard.

1. Go to reaganai.com in your browser and log in.
2. From your agent dashboard, hover over Business Tools.
3. Here you can access the CSG Quoting, Leads, Onboarding Dashboard, and Turning 65 Tracker.
4. From the Turning 65 Tracker, you can view who is turning 65 in four months, four to six months, and six to twelve months.
5. By clicking on the drop-down menu, you can select your information, or you can select an agent in your downline and the information will refresh below.
6. If you would like to download a report, click on download.
7. This will automatically download the information into an excel file.
8. Below, you can view insured name, state, date of birth, and the agent that wrote the policy.
9. To break up the information, click the section title to view who is turning 65 in four months, four to six months, or six to 12 months.
10. Each column has a feature that allows you to sort.
11. For example, if you click on the state column it will sort from ascending to descending.
12. By clicking the column a third time, this will clear the sort feature.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

Agent Profile Steps

Learn how to navigate through your agent dashboard.

1. Go to reagan.ai in your browser and login.
2. This will take you to your agent dashboard.
3. To view your account, click on your name in the top right corner and then click on account.
4. Here is where you can view all your account information.
5. To add or change your profile picture, click on select picture.
6. Then, select your photo.
7. If you need to change any of this information, click on edit.
8. Here you will be able to change your name, email, and password. If you need to change your username, please email Help Desk at help@hfgagents.com.

9. Once you are done editing your account information, click save.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.