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Setup Template Guide For New Insurance CS Reps

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Please follow these steps in order!

Here is a checklist for each step. When you’ve completed the step, please check it off. Links to instructions for each step are provided if needed.

If you run into any issues along the way, please reach out to [TS agent here] and include the link to this page. We will assist you as soon as possible!

Steps:

These instructions are designed for first time users logging into web based Microsoft 365 apps such as outlook, teams, excel, etc.

OVERVIEW OF STEPS:

  1. Visit office.com

  2. Sign in with credentials provided by manager. Typical username format is usually firstname.lastname@muellerreports.com

  3. Create new password.

  4. Provide additional information such as phone # for multifactor authentication (MFA)

Step #1

Step #2

Step #3

Step #4

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