Broker Portal Resource Center.
Welcome to the Broker Portal Resource Center. Find everything you need to get started. Navigate the portal, and manage your agency—whether you're a new broker or leading a team, these tools are here to support you every step of the way.
Welcome to the Broker Portal Resource Center.
Find everything you need to get started. Navigate the portal and manage your agency—whether you're a new broker or leading a team, these tools are here to support you every step of the way.
Getting Started.
- Completing Pre-Onboarding
- Completing an Onboarding Case
- Logging Into the Broker Portal
- Updating Account Information
- Updating Banking Details
Using the Broker Portal.
- Finding Documents
- Locating and Using Important Quicklinks
- Submitting a Paper Enrollment
- Submitting a Support Ticket
- Responding to a Support Ticket
- Responding to a Support Ticket
- Viewing Credentials and Certifications
- Navigating Your Book of Business
- Assisting Your Members with Premium Payments - Future Phase
- Viewing and Downloading ID Cards - Future Phase
- Locating and Navigating Commission Statements- Future Phase
Agency Tools & Management.
- Viewing Downline Credentials
- Completing a Single Onboarding
- Completing a Single Onboarding (Flyer) English | Spanish
- Completing a Bulk Onboarding
- Completing a Bulk Onboarding (Flyer) English | Spanish
Frequently Asked Questions.
- Broker Portal FAQs
- Commission FAQs (Flyer) English | Spanish