SET UP YOUR BROKER PORTAL

Steps to set up and maintain the broker portal.

Broker Portal Settings
Your agency portal includes only the details and settings needed to manage your client portals. 1.     Profile Profile - includes the broker compan...
Mon, 27 Aug, 2018 at 9:10 AM
Adding & Managing Broker/Agency Employees
View a quick one-minute instructional video reviewing how to add and manage agency employees or read how to add agency employees below.  ...
Mon, 21 Aug, 2017 at 2:48 PM
Assistant Access
Based on popular demand by our brokers and supporting partners and enrollment firms, we have added Assistant Access for approved partners. These partners in...
Wed, 28 Nov, 2018 at 9:16 AM
Pending Benefits
The EaseCentral portal is configured to only display employee elections once the employee has signed enrollment forms. Employee elections will NOT be displa...
Thu, 5 Jul, 2018 at 3:41 PM
Require Password Complexity
You may choose to require a higher level of complexity for user passwords in your broker portal. Once chosen, this level of password complexity will be requ...
Fri, 19 Oct, 2018 at 6:30 AM
Enable Broker Login IP Whitelist
For Enterprise subscription holders only, the option to whitelist your office(s) IP address and a VPN (if needed) is available.  Once addresses have been ...
Fri, 19 Oct, 2018 at 6:36 AM