4) If the user does not exist in the database, enter the first name, last name and phone number of the user you would like to add. An E-mail will be sent to the user informing them that they have been added and inviting them to register for Win Flex Web.
1) To remove a user, click on the Remove User option on the menu bar at the top of the Users page.
After you click continue, you will be asked to choose an Agency/ BGA—Please choose OAKTREE Brokerage and continue registration.
You should now see the carriers you have immediate access to quote.
The Denial Reason is included in the E-mail sent to the user when they are denied access.
The following denial reasons are the standard reasons already included in the Denial Reason list: 1) To add a new user, click on the Add User option on the menu bar at the top of the Users page.
For a list of participating carriers see our Carrier Releases. On the Win Flex Web Login Page, enter your User Name and Password and click the Login button. First time users will be detected and the Java™ plug-in needed for Win Flex Web will download automatically.
This step will take approximately 5 minutes depending on the speed of your Internet Connection.