Original Question:
Cristano Arroyo asked:
*”Scenario: I’m accessing Agent CRM from 2 different computers daily—both running the same Operating System & same browser. On one computer, I can log in without needing to receive a Login Security Code. On the other computer, every time I go to log in, I’m prompted to receive and enter a Login Security Code.
Question: Is there an Agent CRM setting to turn off this requirement? If a computer/browser setting, do you happen to know where I should look to alter this?
THANKS IN ADVANCE!”*
Answer:
The Login Security Code is a required feature in Agent CRM to enhance account security, and unfortunately, it cannot be turned off. However, the reason why one of your computers isn’t asking for the security code while the other is could be due to saved cookies and browser settings.
Here’s what’s likely happening and how you can troubleshoot it:
Why Does One Computer Require a Security Code While the Other Doesn’t?
- If one of your computers allows login without a security code, it is most likely because cookies were stored before a recent security update in Agent CRM.
- The other computer, which requires the code each time, may not have the same stored cookies, causing it to prompt for the security code every login.
How to Fix This & Ensure Consistency Across Devices
1. Clear Cache & Cookies on the Computer That Doesn’t Require a Code
If you want both computers to behave the same way, clear your cookies on the computer that isn’t requiring the security code:
- Open your browser settings.
- Locate Privacy & Security > Clear Browsing Data (this may vary by browser).
- Clear Cookies and Cached Files for Agent CRM.
- After doing this, your system will most likely start prompting for a security code at login.
2. Adjust Browser Cookie Settings
Ensure that your browser is allowing cookies and not automatically clearing them when you close the browser:
- In your browser settings, check Cookies and Site Data settings.
- Make sure “Keep local data until you quit your browser” is not selected (if you want the system to remember your login session).
3. Use the Security Code via Phone Instead of Email
If you find entering the security code each time to be inconvenient, you can choose to receive it via text message instead of email.
To enable this:
- Go to Settings > Profile in Agent CRM.
- Ensure your phone number is added to your profile.
- The next time you log in, you will have the option to receive your security code via text.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these blog posts:
- Drip Email Campaigns for Insurance Agents
- How to Generate Infinite Banking Leads : Proven Strategies for Insurance Agents
- Dental and Vision Branning Bundle in Agent CRM
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
