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.