0:00 Introduction and Logging In
- Open a browser and go to https://www.trustedchoice.com
- Click “Login” in the upper right corner.
- Enter your email address (or Big “I” credentials) and password.
- If you forgot your password, use the “Forgot Password” link.
0:27 Updating Account Information
- Go to “Settings” in the upper right corner then choose “Account Information”.
- Review and update your email address (optional).
- Enter a mobile phone number for text notifications (recommended).
- Enter a direct office phone number (optional) for Claim-it referral emails.
- Click “Save” after making any changes.
1:02 Verifying Your Phone Number
- A confirmation code will be sent to your new mobile phone number.
- Enter the code and click “Authorize SMS”.
2:04 Customizing Notification Settings
- Go to “Settings” > “Notifications”.
- Turn on “Email Notifications” and “Text Notifications”.
- Set your preferred time zone and text notification frequency.
- Set the location radius for receiving Claim-it referrals (default: statewide).
- Click “Save” after making any changes.
4:26 Adjusting Your Appetite
- Go to “Settings” > “Appetite”.
- Customize your desired range for:
- Estimated premium amounts
- Lines of business
- Consumer insurance situation (personal lines)
- Premiums, lines of business, business size, years in business, and industries (commercial lines)
- Specific life and annuity products
- Click “Save” after making any changes in each category.
6:01 Setting Up Personal Payment
- Go to “Settings” > “Claim-it Personal Payment”.
- Enter your credit card information.
- Click “Save” to complete setup.
Hope you are ready to start claiming! If you have any questions at all, contact Client Success. Thanks and good luck!
