Discover the Improvements in the Advisors' Portal
We want to make it easier for you to access the information you need to manage your portfolio more efficiently. Starting in June 2024, you will be able to enjoy the new functionality of information downloads and the new section for approved but not activated applications:
Advisors/Agencies Section
Download information about your hierarchy, including contract status, number of sub-agents, commission level, and effective date. Available for advisor/agency users and operational users.
Quotes Section
Download and verify your quotes to follow up with your prospects, accessing all selected benefits and the status of the quote. Available for advisor/agency users, operational users, and administrative users.
Application in Process Section
Download and track clients who received the application link but have not yet completed it, with information on the page where they stopped. Available for advisor/agency users, operational users, and administrative users.
Policies Section
Download and review information about your portfolio and policy statuses. Available for advisor/agency users, operational users, and administrative users.
Paid Commissions Section
Download and verify all commission payments made. Available for advisor/agency users and operational users.
New Section: Approved but Not Activated Applications
View and download policies that have been approved but are pending activation. Available for advisor/agency users, operational users, and administrative users.
