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      AAA Initial Login Instructions

      Accessing Insurance Portal/PAS Job Aid

      Single Sign-On First Time Use

       

      Getting Started with Insurance Portal and PAS – Creating a Single Sign-On Password

      Insurance Portal/PAS Login – First Time Use

      Note: Creating your Single Sign-on login will enable you to access Insurance Portal, Insurance Knowledge Center and PAS using the same login credentials that you are creating through this process. You will only have to do this step once.

      For security purposes, the first time you login you are required to configure your account managed by the CSAA Insurance Group.  This process includes setting up identity verification questions, as well as creating a password.  Follow the steps below to complete the process:

      Going forward

      Repeat steps 1 through 6 any time you need unlock your account or change the password.  

      • Login to Insurance Portal or PAS at least once every 30 days to avoid getting locked out.  
      • You will be required to change your password every 90 days.  (we recommend resetting every 80 days to avoid lockout)

      Contact Agent Service if you can’t get into the system after following these steps.

      1. Open your web browser and launch Insurance Portal using this link:
        http://csaa-insurance.aaa.com/iPortal/dashboard.  The login screen will open.



      2. Click [Need help signing in?] as shown below.


      3. Click Agents – Forgot Password?


      4. Enter the email address CSAA Insurance Group has on file for your account and click Continue


      5. Click Have B2B Reset email you a temporary PIN.  Check you email for the PIN. 
        The PIN will be sent by IDManager@goaaa.com.  
      6. Enter the PIN in the Verifying PIN screen and click Continue

      Important: The temporary PIN must be used within 10 minutes of delivery. 

      Important: Do not close this browser window or you will have to repeat this process from the beginning.



        7.   Upon valid entry of your temporary PIN, you will be required to create four
      Standard and two User defined security questions. Once you have selected and answered all six questions, click [Update]. 

      Note: The first four answers require at least 4 characters (e.g. letters, numbers, symbols); whereas, the last two answers require at least 5 characters.

      Note: If you do not create your security questions and answers correctly, you will receive an error message.

      After updating the security questions successfully, the AAA Insurance Menu will be displayed. At this point, you select Change passwords, where you will create your initial password.

         8.    On the Change passwords page, you will create your initial password. After entering your new password in and confirming it, click [Change passwords]. 

          9.   Once you have successfully created a new password, the following page will be displayed. You should now be able to successfully log into Insurance Portal using the e-mail address that you provided the AAA Insurance Exchange and your new password. Insurance Portal should still be open in your browser, if it isn’t, close your browser completely and re-launch Insurance Portal using your desktop shortcut.

       

      For all issues contact Agent Service Team at 888-340-1088