myRPS Portal - Risk Placement Services › media › 2107 › mc_0000270a-myrps.pdf · 2018-04-12 · • RPS Small Business - our exclusive E-Commerce portal to rate, quote, and

myRPS Portal

Welcome to the myRPS Portal!This web-based portal provides access to information regarding your organization as well as insured policy data:

• E&O and Licensing

• Recent submissions, documents and invoices

• Monthly Statements

• Expiring Policies

• Reports

• Policy Documents

To access the myRPS Portal go to my.RPSins.com

Login using email and password created for you by your portal administrator or RPS Customer Care.

Landing PageOur newly redesigned landing page serves as your centralized location for all RPS sites, navigation and product search options.

Use the navigation bar to access:

• RPS Small Business - our exclusive E-Commerce portal to rate, quote, and bind products in 5 minutes or less

• myRPS - the web-based portal covered in this brochure

• RPSins.com - the main public-facing RPS website

• Quotes - view your active quotes with RPS

• Policies - information on policies you have bound via our E-Commerce portal*

• Our Products - quote industry-leading offerings

*Currently provides Builder’s Risk and Homeowner’s Insurance policy information only; more policy access to come

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Home ScreenClick “myRPS” in the top navigation bar. On the Home screen you will find:

1. Top menu options allow for different functions depending on which menu options are available

2. Side menu options for viewing different insured policy information

3. Important messages from RPS

4. Your organization information

5. Recent Activity – Five most recently invoiced items with an option to See all Open Invoices

6. Report options

Navigating the Portal – Throughout the different screens you have the Return to Report option or the Home Page option to return to previous screens.

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Side Menu OptionsRecent Policies In-force - List of five most recent policies in-force with an option to See all Policies

Recent Submissions – List of five most recent submissions with an option to See all Recent Submissions

Recent Documents – List of five most recent documents with an option to See more Documents

Expiring Policies – List of five most recent expiring policies with an option to See all Expiring Policies

Statements – List of five most recent monthly statements with an option to See all Statements

myRPS [email protected] | 866.582.2547

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Top Menu OptionsMy Organization – Menu option to view or update the agency organization information

General/E&O Info Tab – View and Update E&O and W-9 Information. View and Update Users and choose Document Delivery Settings.

Update W-9 Information

Update E&O Information


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View Users – Add, Edit and Delete myRPS users and Permissions

User administration within customer organization where a new user can be added, the password can be changed for an existing user or a welcome email can be sent.

Add a New User – Allows the administrator from within the organization to add a new user for that organization to access the Portal. Users must first be added as a contact.

Complete the necessary fields to create the new user.

Roles – Determine what role the new user will have

Select Save User

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Entity Licenses Tab – View and Update Entity Licenses

Individual Licenses Tab – View and Update Individual Licenses in the Organization

Contacts – View Contacts for Organization

Documents & Images – View and Add or Delete Organization documents. For example, W-9, E&O, Licenses

Update My Info – Select menu options for organizational change requests, not individual policy requests: New, Open, Closed

New Change Request

Producer ID – Automatically appears

Action – Choose Action to Add/Update or Deactivate

Request Type – Choose the Request Type: Agency License, E&O, Individual Agent License and W-9 Form. The screen will expand to allow for entry of details for request type and adding necessary documents.

Comments – Enter any necessary Comments

Select Save Changes

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Open Change Requests – View any Change Requests created for Customer Organization with option to Add a New Change Request

Choose Status Option to view: Any, Open, Close

Choose from My Change Requests or All Agency Change Requests

Select Date Range to view or select from: Last Month, This Month, Next Month, Last Year, This Year, Next Year and Clear

Select Search

Closed Change Requests – View any Change Requests created for Customer Organization with option to Add a New Change Request

Choose Status Option to view: Any-Open-Close:

Choose from My Change Requests or All Agency Change Requests

Select Date Range to view or select from: Last Month, This Month, Next Month, Last Year, This Year, Next Year and Clear

Select Search

Policies – View policies placed with RPS with filter options. To use the filter option, enter the desired filter information and tab out of the field to see the filtered information.

Click on the magnifying glass beside the policy to view policy detail information.

Policy Detail Information – Different information available in each tab

Policy Detail Information Screen – The policy detail information screen opens on the General Information tab. Certain tabs only appear if there is information for the tab. For example if there is a schedule added to the policy, the schedule tab will appear.

General Information Tab – Information regarding policy selected


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Schedules tab – Only appears if a schedule is added to the policy

Limits & Deductibles tab – View policy limits and deductible

Accounting Summary tab – Provides Policy Accounting Information with Policy Accounting Detail at the bottom of the screen

Policy Documents – View documents associated with the policy with the ability to download and print. Download selected button allows for downloading multiple documents if available.

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Statements – View Open Invoices, Monthly Statements and Policy Detail Information

Open Invoices tab – Options at bottom of Invoice tab to Export invoices to PDF or Excel

Click on the magnifying glass beside the policy to view policy detail information.

Policy Detail Information

Statements Tab – View and Download any statement

Reports – When selecting Report menu option, the list of Report options appears

Report appears with options to Export to a PDF or Excel document


RPS: Your wholesale insurance partner of choice.

RPS CUSTOMER [email protected]: 866.582.2547RPSins.com