NEW LOGIN AND REDESIGNED PORTAL
A New Broker Portal Experience
We’re launching a fully redesigned broker portal with a new log in experience, and we want you to be ready.
A New Broker Portal Experience
We’re launching a fully redesigned broker portal with a new log in experience, and we want you to be ready.
You'll Need to Register a New Account
To keep your portal access, you'll need to register for a new account. If you’re a Writing Agent, we’ll email you a link soon, and you’ll use it to register your new account. If you're in another role, someone in your agency will give you access. Watch your email for more updates and information.
Introducing New Agency Roles
We want to give you access to the features you need in the new portal. So we've created new roles to help you get logged in with the right info you need at your agency.
The Principal is an agency leader who oversees performance and compensation.
They Can:
The Broker Administrator manages portal access and ensures data accuracy across the firm.
They Can:
The Writing Agent is a licensed broker who sells our products either independently or through a firm.
They Can:
The Broker Account Manager supports Writing Agents with client services and sales activities.
They Can:
An Intuitive New Look and Layout
We've redesigned the portal to make it easier to use and find the features you're looking for. This new, mobile-friendly design includes:
Let's get started
This video will give you a quick look at the new roles, features and changes coming to your broker portal.
