Enhancements to Your Individual Product Broker Portal

Welcome to Innovation is... your in-depth look at the changes you can expect from our technology ugprade, coming this fall.

Save Time When Managing Your Clients

New Sorting and Filtering Options

As an Individual Product Broker, you will now be able to sort your clients by their name, member ID, renewal date and plant ype; view your subscribers' demographic information and dependents; and export their information to Excel.

 

Our New Self Service Tool

Our online broker account has a new self-service tool for small group quoting. Watch this video to learn more, and contact your account executive to inquire about selling our group products. 

 

What's New for Your Clients?

One Login - Family units will now be combined and displayed as one main subscriber with family members beneath, with only one portal login for all members.

 

If you have any questions about these changes, don't hesitate to get in touch. We're here to help!

Contact the Helpdesk at Upgrade@DeltaDentalKS.com.

If you would like to receive updates like these via text message, sign up at DeltaDentalKS.com/BrokerTexts.

View the original email here.