Our broker portal how to guides

Below are some helpful broker portal video guides & step-by-step PDF downloads.

Video guides

Broker Portal: A Beginners Guide

An introduction to our online Broker Portal

Broker Portal: Adding a New Client

Learn how to add a client within our online Broker Portal.

Broker Portal: Finding an Existing Client

Learn how to find an existing client on our online Broker Portal.

Broker Portal: Adding a New Policy

Learn how to add a new policy on our online Broker Portal.

Broker Portal: Finding an Existing Policy

Learn how to find an existing policy on our online Broker Portal.

Broker Portal: Bind a Policy

Learn how to bind a policy on our online Broker Portal.

Broker Portal: Upload a Document

Learn how to upload a document on our online Broker Portal.

Frequently asked questions

FAQs

Got a question about our broker portal? Read our FAQs or get in touch.

 Call: 01923 298 440     Email: portal.help@t-u-l.co.uk

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