Helpful Videos

Here is a quick sneak peek of your new online broker account coming this Fall!

Welcome to your new online broker account. This video will show you how to navigate your new dashboard. You now have quick access to creating a quote, group information, and forms.

Learn how to create a new quote in your online broker portal.

Watch this video to learn how to download and review commissions.

This video will show you the steps to look up a client.

Learn how to update your account details and reset your password.

This video will show you how to navigate the forms tab. You will find helpful documents organized in categories such as small group, large group, other, and resources.

Learn how to edit or clone an existing quote.