www.CPLink2.com
(Hold Ctrl + Click the Link Above)
Should you require assistance at any time, the following button will follow your application progress:
Select “Start Application”
Select “OK” to begin the application process
STEP 1: The application begins by requesting contact information for all employees who will be accessing your new Node ID.
The Agency Contact Person should be completed by a principal of your agency, or someone able to sign legal documents on behalf of the agency.
The Additional Contacts section is for any additional employees who will be ordering reports. Entering their information here will trigger the creation of a unique User ID for each individual. Each employee is required to be setup with their own User ID and login information should be kept confidential at all times.
STEP 1 (Continued): The next section is where you will enter information relevant to your agency.
The Agency Information section should be completed with your current agency information. There is a separate section to enter your agency DBA (if applicable) and the Street Address requires that you enter your physical agency address. If you will be using a Cell Phone as your primary contact number, or your agency does not have a Dedicated Fax Line, you will be prompted to supply two (2) additional documents in order for your Node ID to be established. Options include the following:
· Phone Bill
· Carrier Contract (for insurance agents)
· Cable Bill
· Internet Service Provider Bill
· Credit Card Statement
· Utility Bill
These two additional documents MUST show the same name and address as provided in your application.
The Billing Address section will expand should you require your invoices be sent to a location other than your physical location. This only applies to agency billed accounts (currently only MVR available).
Step 1 (Continued): The Witness Information section (not pictured above) is a requirement for the Maryland State MVR Affidavit as well as all User IDs. It should be completed by someone other than the individual who completed the Agency Contact Person section at the beginning of the application.
The Sponsor Information section contains a drop down list of the insurance carriers currently setup with accounts in our system. It is important that you select the appropriate carrier(s) with whom you will be writing business to ensure your application is processed accordingly. The Agency ID Code should be completed with any unique identifier assigned to your agency by your insurance carrier.
Note: If you sponsor is not listed in the drop down, please contact Customer Support at (800) 456-6432 or click the Support Chat button in the top right of your browser.
Click Continue
A “Confirmation Information” box will display showing all the entries made above. Please click “OK” if the information is correct. If the information is incorrect, please click “Cancel” and make the necessary change(s).
STEP 2: The next step is where you will get a chance to preview and electronically sign your completed application.
To begin, you must click View Setup Documents. Your application will populate into an Adobe Acrobat file, separate of your application web page. It is recommended that you retain a copy of this application in either paper or electronic format. Once saved, you can close the Adobe Acrobat file and return to your application.
DO NOT FAX A COPY OF YOUR APPLICATION
In the Electronic Document Acknowledgement section, you will need to check EACH box next to our Agreement for Service, the individual State Affidavits and the User ID Request Form. This is a requirement for all of our customers regardless of where your agency is located or from which states your will be ordering reports.
Finally, check the box in the Agreement Confirmation section to confirm the accuracy of your application.
Click Continue
Step 3: This is the final step where you will electronically submit, directly to our database, your application.
Click the View Forms button in the center of the page. This will trigger the creation of your Document Transmittal Form (fax cover sheet/final instructions) along with a blank User ID Request Form should you wish to add additional users to your account in the future. Print and retain these forms. Once printed, close the Adobe Acrobat file to complete your application.
Click Submit Application
If your application submitted successfully, you will receive a confirmation email.
**Finally, fax a copy of either your personal or agency P&C Insurance License, along with any documentation required for cell phone/fax verification, to (866) 439-7028. Use the Document Transmittal Form as your cover sheet. Additionally, it is your responsibility to ensure your insurance carriers submit to LexisNexis, authorization to setup your agency with their accounts**