Broker Services Portal quick guides
Manage your dental and vision clients efficiently utilizing our Broker Services Portal (BSP)
- Brokers
- How to add a Broker Delegate or a Broker User
- How to access Block of Business for Group Broker
- How to access custom utilization reports
- How to access Individual & Family block of business
The Broker Services Portal (BSP) includes our Employer Services Portal (ESP) capabilities.
- Eligibility
- How to Replace ID Cards
- How to access Active Enrollments
- How to use As of Date functionality
- Subscriber
- How to add a subscriber
- How to transfer a subscriber & family
- How to terminate a subscriber
- How to reinstate a subscriber
- Dependents
- How to add a dependent
- How to reinstate dependnts
- How to terminate dependents
- How to utilize the Overage Dependent Report tab
- How to utilize the Historical Auto-Term Report tab
- Users
- How to claim your new account
- How to add a portal user
- How to clone a user
- How to update a user's access