Help Desk - Common Issues - Maximum Independent Brokerage

Employee Help Desk – Submit a New Ticket

Submit a New Common Issue:

Each item submitted will be assigned a Ticket ID for tracking purposes. Save this for follow-up purposes.

- First and last name*
- Email*
- Current Issue*
- Named Insured (enter exactly as listed in AIM)*
- Named Insured (enter exactly as listed in AIM)*
  If the duplicate name has any variance to the original, include both names separated by a semicolon.
- New Acct Exec*
- Insured ID*
- Insured ID*
  Enter both Insured IDs separated by a semicolon.
- Contact Name*
- Agency in AIM (include AGT#)*
- Proposed Agency (include AGT#, if applicable)*
- Confirm the following has been completed:*
  - Folder name(s) have been updated to DELETE
  - Folders are empty
- The operations team is currently updating your password.>
  
  Once you receive your password, please update your Evolve and Webex records, as the passwords are the same.
  
  1) Remember that all phone settings and conference call settings can be located in the Evolve IP OSSmosis Personal PortalYour username on this site is your 10-digit direct phone number
  
  2) Also, the credentials format in Webex is as follows:
  
  Screen 1: Enter your maxib.com email address Screen 2: Username is 10 digit direct number followed by @voip.evolveip.net and Password is provided to you by Operations.
- Personal email address where you can be reached today*
- Mobile Phone*
- Any other password related details?
- Additional Proofpoint Details
  i.e. Email address or domain (@xyz.com) that is getting block, the amount of time you have waited for a released message, etc.
File Upload
If folders requested for deletion are nested in the file tree, use the Snipping Tool to save and upload an image of the expanded file tree for navigation to the requested folders.
Max. file size: 2 MB.

Help Desk – Common Issues

Employee Help Desk – Submit a New Ticket

Submit a New Common Issue: