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 important groups.
- Login to your Broker Portal account
- Navigate to the Broker Dashboard on the top panel.
- Select the "My Groups" from the left hand panel.
- Select the groups that you want to view by searching group numbers. All other groups will be hidden.
- For Favorite groups, select the tag next to the group name and they will show up on the "Broker Home" tab when you log in.
Questions or issues with your broker portal, please reach out to: adminsupport@beambenefits.com