With Broker Profiles in the Broker Portal, we give access to your entire Brokerage's book of business. We have added a new feature on the Broker Dashboard that allows you to choose which groups you want to see to help you focus in on your groups.
- Login to your Broker Portal account
- Navigate to the Broker Dashboard
- Select the "Manage My Groups" button
- Select the groups that you want to view. All other groups will be hidden.