Tran & Lee Insurance Agency

Task Center

Preparing your secure workspace

Portal V8.35.00

Tran & Lee Insurance Agency

Task Center

Back Office Portal

Receive assignments from Main Office, collaborate with your Back Office team, and report completed work in one secure place.

Individual accounts. Clear accountability. Every claim, comment, and completion is recorded under the team member who performed it.

Secure access

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Use the account provided by your administrator.

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Tran & Lee Insurance Agency Task Center

Required security step

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At least 12 characters with uppercase, lowercase, a number, and a symbol.

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