We’ve introduced a new feature today to help you to recover your login information should you forget your password.  When you log into the system, you’ll notice a message that says

We don’t currently have a recovery email address on file for you.  This address allows you to reset your password should you forget it in the future. Please go to my settings to add and verify your recovery email address.

What the system is trying to tell you is “if you’d like to be able to reset your password in the future (if you forget it), I need a valid email address on file for you.”  Supplying this email address to the system is a two step process.   First you’ll enter the email address, and then the system will send you an email to that address to verify that you actually have control of that email account.  Once you perform this simple procedure, you’ll be set for the future.

Simply go to your settings by clicking the “my settings” link in the upper right hand corner of any screen:

My Settings Link

In “my settings”, select the “Security” tab:

Security Tab

Enter your old password in the first blank, and enter the email address you’d like us to have on file in the second.  Make sure this email address is an email account you have control of that is external to the AgencyIQ system (don’t use your user email address inside of the AgencyIQ system, if you forget your password, you won’t be able to log in to get the email!).

You can leave the last two blanks empty, since you aren’t changing your password at this time.  Click the “Update User Info” button to save your information.

At this point the AgencyIQ system will send you a verification email to the email address you entered; it should arrive within a minute or so.  Inside of this email will be a link that you can click on to verify that you were able to receive the notice from the system.  Once you click on it, your browser will open and you’ll be prompted to verify yourself by entering your password again.  Once you do, the system will mark the email address as verified and you’ll be set.

So what happens if I forget my password?

Well, assuming you’ve followed the steps above, resetting your password is easy.  Notice the new link below the username and password fields on the login screen:

Login Screen

Just click on the “I totally forgot my password!” link, and you’ll be taken to a new screen that will you for your username.  Once you enter your username, the AgencyIQ system will send you a short email to the email address you now have on file.  In this email will be a link to reset your password.  Click the link, type a new password (twice), and you’re in.

Now, if you haven’t set up a recovery email address yet… give us a call.  877-985-7400.  We promise not to give you too hard of a time.