System Upgrade Guides & Videos

Guides and Resources

The PDFs below are useful tools to help you easily navigate the new broker portal.

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To view the full guide, click here.

General 

• How to Register
• Dashboard Overview
• ​Looking Up A Group
• Request Access to A Group
• Enrollment
• Request ID Cards
• Reviewing Commissions
• Super User Access
• Forms
• Updating Your Account Information
• Understanding Your Commission Statement

Online Quoting

• Generating a Quote
• Edit or Clone a Quote
• Quote to Covered

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The videos below offer a visual walkthrough to help you easily navigate the new portal.

Broker Portal Sneak Peek	Dashboard Overview
Updating Your Account Information	Looking up a Client & Group Access
Reviewing Commissions	Generating a Quote
Edit/Clone a Quote