Intact Broker Portal: Your Gateway to Efficient Insurance Trading
Quick Summary
- Unified platform for brokers
- Streamlined policy management
- Enhanced client data tools
The intact broker portal serves as a modern, unified digital platform designed specifically for insurance professionals. This portal brings together multiple systems into a single, intuitive interface, simplifying daily operations and improving efficiency for brokers. It's designed to make trading simpler, faster, and more consistent, ensuring you have everything you need at your fingertips.
Whether you were previously using RSA Online, NIG The Hub, or accessing resources related to Economical Insurance (now part of Intact), this portal aims to consolidate your access. It provides a powerful online account management solution, enabling you to manage policies, client information, and various insurance products more effectively. The goal is to reduce complexities, allowing you to focus more on serving your clients.
Preparing for Your Seamless Broker Experience
- Authorized User Status: Access is restricted to authorized insurance brokers only.
- Internet Connection: A stable internet connection is required to access the online portal.
- Enabled JavaScript: Your web browser must have JavaScript enabled to maintain your login session.
- Existing Login Credentials: Brokers with existing NIG The Hub logins can use them. If you were an RSA Online user only, new login details will be provided.
- Administrator Privileges (for managing users): Specific administrator functionality is available for firms to manage user permissions internally.
Navigating Your Dedicated Broker Dashboard
- Navigate to the Intact Portal access page.
- Locate the sign-in section for brokers.
- Enter your User Name (typically your email address) and Password into the designated fields.
- Ensure JavaScript is enabled in your browser.
- Click the Log in button to access your dedicated broker dashboard.
Maximizing Efficiency with Integrated Tools
- Unified Product Access: Combines 15 products, including five refreshed eTrade options, into one place, eliminating the need to switch between platforms.
- Streamlined Quote Journey: Offers a redesigned, more consistent quote process for faster quote-to-bind times.
- In-house User Management: Broker administrator functionality allows firms to add new users, update permissions, and control access internally.
- Flexible Policy Management: Supports broker-led cancellations across various products.
- Integrated Client Search: Features Experian-powered client search to pre-fill and validate data, boosting accuracy and reducing manual entry.
- Upfront Eligibility Tools: Includes trade and flood checkers to provide instant risk appetite insights before quoting, minimizing unnecessary referrals.
- Activity and Search Visibility: Provides clear visibility of recent activity and enhanced search functions for easier progress tracking.
- Comprehensive Book of Business View: Allows brokers to view active members, terminated policies, effective dates, plan types, and enrollment statuses.
- Payment and Commission Tracking: Offers tools to track payment statuses, changes, and commissions.
- Document Management: Ability to generate forms, collect electronic signatures, and store important files efficiently.
Overcoming Access Challenges
⚠️ Unable to Log In (General)
Cause: Incorrect credentials, browser issues, or account access problems.
Solution: First, ensure your browser has JavaScript enabled. If you have an existing NIG The Hub login, try using those credentials for the intact broker portal. If you were an RSA Online-only user, check for new login details. For further assistance, contact the Intact Financial Corporation IT Helpdesk at 1-888-495-6911.
⚠️ Forgot Password (Economical Group Resources)
Cause: Loss or forgotten password for the Economical Group resource centre.
Solution: We know being locked out is stressful. For password recovery specific to the Economical Group resource centre, please contact your brokerage directly or send an email to [email protected].
⚠️ Client Records Not Visible
Cause: Client information not populating correctly within your broker dashboard.
Solution: If your clients are not appearing in your intact broker portal, this indicates an issue that needs resolution. While the portal is the best place to manage your book of business, you may need to reach out to support for specific integration or data syncing issues. Utilize the live chat feature on the portal or contact the relevant eTrade support line.
Upholding Confidentiality and System Integrity
- 🔒 Use Strong, Unique Passwords: Create complex passwords and avoid reusing them across different platforms to protect your digital portal access.
- 🔒 Maintain Confidentiality: Always protect confidential and proprietary information related to Intact, its customers, employees, and suppliers.
- 🔒 Be Aware of Monitoring: Understand that all Intact systems are subject to monitoring to ensure security and compliance.
- 🔒 Comply with Policies: Adhere to Intact's Computer, Internet, Email, and Social Media Policies to ensure secure usage of the portal.
- 🔒 Report Suspicious Activity: Immediately report any unauthorized access attempts or activities that could compromise system security or data integrity.
- 🔒 Manage User Permissions Carefully: If you have administrator rights, regularly review and update user permissions to ensure only authorized individuals have appropriate access.
🎧 Official Support & Help Center
For general Intact Financial Corporation IT Helpdesk inquiries, call 1-888-495-6911. For Economical Group resource centre password issues, email [email protected]. For eTrade support, live chat is available on the portal, or you can call specific lines like NIG eTrade at 0345 878 5022.
Quick Answers for Broker Success
Q: How do I amend a user's access within the Intact Broker Portal?
To adjust a user's access to specific intact broker portal features, such as cover notes, log in to your Intact Insurance Broker Portal admin account. Navigate to the 'Admin' page, then select the 'Users' tab. Find the relevant user and choose 'Amend'. You can then select the features they can use and click 'Save changes'.
Q: What is the process for gaining access to the new Intact eTrade broker portal?
Current links you use for RSA Online or NIG The Hub will automatically redirect you to the new intact broker portal. If you already have a login for NIG The Hub, you can use those credentials for the new portal. If you previously only traded via RSA Online, Intact will send you new login details before the portal's launch.
Q: Can I check my clients' payment status through the broker portal?
Yes, a significant benefit of the intact broker portal is the ability to track payment statuses. This information typically becomes available much faster than through other tools, allowing you to assist clients promptly with any follow-ups. You can also view active and terminated policies, effective dates, and other key details about your book of business.
Wrap Up
The intact broker portal represents a significant advancement for insurance professionals, offering a powerful, integrated solution to enhance operational efficiency and client engagement. By centralizing access to products, streamlining workflows, and providing robust tools for client management and support, the portal empowers brokers to achieve faster outcomes and deliver superior service. It's a testament to Intact Insurance's commitment to supporting its broker network with cutting-edge technology.