The Broker Portal is a new platform to help brokers optimize the management of their client accounts using real-time, accurate information on any device. Brokers use the online resources to:

• View group accounts and their plans
• Print benefit summaries
• Enroll or terminate members instantly
• Manage revenue: view payment arrangements and run commission reports
• Print a digital ID card
• Create customized provider directories

For Agencies:

• Access important information across all brokers affiliated with your firm, including revenue and membership reports
• Invite your brokers to join the portal with just a few clicks
• Deactivate broker access as needed