--- title: Common Agency Portal Questions description: Find answers to common questions about the Beacon Agency Portal, including policy documents, billing information, EFT enrollment, reports, renewals, loss runs, notices, and document access. --- [Skip to content](https://help.beaconmutual.com/common-agency-portal-questions#main-content) English Show submenu for translations ![BeaconMutual\_logo\_color\_320wx100h](https://help.beaconmutual.com/hs-fs/hubfs/BeaconMutual_logo_color_320wx100h.png?width=320&height=100&name=BeaconMutual_logo_color_320wx100h.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.beaconmutual.com/contact/) [Contact us](https://www.beaconmutual.com/contact/) How can we help you? - There are no suggestions because the search field is empty. 1. [Beacon Mutual Knowledge Base](https://help.beaconmutual.com/?hsLang=en) 2. [Agent Support](https://help.beaconmutual.com/agent-support?hsLang=en) # Common Agency Portal Questions ### **Overview** The Beacon Agency Portal provides agents with convenient access to policy information, billing details, agency reports, documents, renewals, and account activity. This article addresses common questions raised during agency training sessions and offers guidance on locating policy documents, viewing billing information, running reports, finding renewals, accessing loss runs, and navigating key portal features. Use the questions and answers below to help you quickly find the information you need and get the most value from the Agency Portal. --- ### **Frequently Asked Questions** #### Where can I find notices such as cancellations, reinstatements, policy changes, and renewals? Daily notices are available in the **Document Center**. Agents can view and download notices, including cancellations, reinstatements, policy changes, and renewal-related documents.  #### How can I view billing information for a policyholder? Use **Search Options** to locate a policy. Once the policy is selected, you can view policy details and billing information, including billing history. #### How can I find a reinstatement notice after a payment is made? Reinstatement notices are available from the policy record and within the **Document Center**. Search for the policy to access related documents and notices. #### How can I identify policies that are coming up for renewal? Use the **Expiration List** report in the **Reports** section. This report displays upcoming policy expirations based on effective and expiration dates #### How can I tell if a policy is enrolled in EFT (Electronic Funds Transfer)? EFT enrollment information can be found on the policyholder's **Billing Account** page. #### Why don't some policy and audit document listings display the policyholder's name? This is a known issue that Beacon is currently working to correct. Policyholder names may not appear on some audit and policy document lists until the enhancement is completed. #### How do I find all documents related to a policyholder? In the **Document Center**, search by **policyholder name** to display all documents associated with that policyholder.  #### How do I access a complete policy file? You can access policy documents in two ways: 1. Search for the policyholder in the **Document Center**. 2. Open the individual policy record and select the **Documents** panel on the right side of the policy. Both options provide access to policy-related documents that can be viewed or downloaded.  #### Can I pull loss runs for an individual policy? Yes. Loss runs can be generated for an individual policy by entering the complete policy number, including all leading zeros and the policy extension. If the policy has no claims, the report may appear blank. An enhancement is being developed to better indicate when no claims exist.  #### Where can I find my agency's reports? The **Reports** section provides access to standard and custom reports, including: - Agency Loss Ratio Reports - Expiration Lists - Loss Runs - Reserve Change Reports - Other agency performance reports Reports can be downloaded in multiple formats, including PDF and Excel. - [Getting Started](https://help.beaconmutual.com/getting-started?hsLang=en) - [Portal Help](https://help.beaconmutual.com/portal-help?hsLang=en#main-content) - [Online Portal](https://help.beaconmutual.com/portal-help?hsLang=en#online-portal) - [Claims](https://help.beaconmutual.com/claims?hsLang=en#main-content) - [Claim Reporting](https://help.beaconmutual.com/claims?hsLang=en#claim-reporting) - [Medical Claims Inquiry](https://help.beaconmutual.com/claims?hsLang=en#medical-claims-inquiry) - [Claims Payment](https://help.beaconmutual.com/claims?hsLang=en#claims-payment) - [Payments](https://help.beaconmutual.com/payments?hsLang=en#main-content) - [Premium Payments](https://help.beaconmutual.com/payments?hsLang=en#premium-payments) - [Pay As You Go](https://help.beaconmutual.com/pay-as-you-go?hsLang=en) - [Safety](https://help.beaconmutual.com/safety?hsLang=en#main-content) - [Beacon Online University](https://help.beaconmutual.com/safety?hsLang=en#beacon-online-university) - [Loss Prevention](https://help.beaconmutual.com/safety?hsLang=en#loss-prevention) - [Ergonomics](https://help.beaconmutual.com/ergonomics?hsLang=en) - [Policy Information](https://help.beaconmutual.com/policy-information?hsLang=en#main-content) - [ARGO](https://help.beaconmutual.com/policy-information?hsLang=en#argo) - [Premium Audit](https://help.beaconmutual.com/premium-audit?hsLang=en#main-content) - [Online Audit](https://help.beaconmutual.com/premium-audit?hsLang=en#online-audit) - [Payroll](https://help.beaconmutual.com/premium-audit?hsLang=en#payroll) - [Phone Audit](https://help.beaconmutual.com/premium-audit?hsLang=en#phone-audit) - [Pay As You Go](https://help.beaconmutual.com/premium-audit?hsLang=en#pay-as-you-go) - [Temp & Leasing Agencies](https://help.beaconmutual.com/temp-leasing-agencies?hsLang=en#main-content) - [Safety](https://help.beaconmutual.com/temp-leasing-agencies?hsLang=en#safety) - [Policy Information](https://help.beaconmutual.com/temp-leasing-agencies?hsLang=en#policy-information) - [Agent Support](https://help.beaconmutual.com/agent-support?hsLang=en) - [Agency Quoting Center](https://help.beaconmutual.com/agency-quoting-center?hsLang=en) - [En Español](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#main-content) - [Prevención de Seguridad](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#prevenci%C3%B3n-de-seguridad) - [Servicios de Ergonomía](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#servicios-de-ergonom%C3%ADa) - [Seminarios y Entrenamientos de Seguridad](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#seminarios-y-entrenamientos-de-seguridad) - [Beacon Online University](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#beacon-online-university) - [Entrenamiento en Español](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#entrenamiento-en-espa%C3%B1ol) - [Online Portal - Portal en Linea](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#online-portal-portal-en-linea) - [Preguntas Frecuentes de Reclamos](https://help.beaconmutual.com/en-espa%C3%B1ol?hsLang=en#preguntas-frecuentes-de-reclamos)    [**© 2026 Beacon Mutual Workers’ Compensation Insurance.**](https://www.beaconmutual.com/)All rights reserved. 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