tips, tricks and tutorials

articles to help you navigate the broker portal with ease and make use of all features

Start a quote
We allow you to start the quote process for your client via three very simple ways on the homepage: 1.    The first approach is to search an existing cu...
Wed, 6 Nov, 2019 at 9:23 PM
Edit a quote before issuing
You can edit a quote easily by clicking the edit button from the summary/review page - see example below for our Individual Personal Accident product:
Tue, 12 Nov, 2019 at 9:48 AM
Create a new customer
On first login you won't have any customers registered in the Blend portal. To create a new Customer: Click into the home page search field Star...
Tue, 5 Nov, 2019 at 12:45 PM
Search your client's occupation
You can search any word within your client's occupation to locate it within our evolving list of 750+ occupation types. For example, if your client...
Wed, 6 Nov, 2019 at 9:25 PM
Bind an active quote
When you are ready to bind an Active quote for your customer follow these simple steps: 1. Login into the Blend Broker Portal 2. Start typing your c...
Tue, 5 Nov, 2019 at 12:48 PM
Update your client's details/profile?
To update your customers details: On the home screen start typing your customers name Customers matching what you have typed will be shown Select your c...
Tue, 5 Nov, 2019 at 10:08 AM
View reasons for quote referral
Reasons for a quote being referred are displayed at the bottom of the indicative quote summary page.  You will also notice the 'referral required'...
Wed, 6 Nov, 2019 at 9:25 PM
Registering a new broker under your account
When you receive your welcome email from us following your registration being activated, you will see a link or button to your unique account URL which you ...
Mon, 11 Nov, 2019 at 11:16 AM
Self-registering your team
Once your brokerage has been registered and activated by Blend the authorised person will be emailed a unique link. The authorised person can send this ...
Tue, 5 Nov, 2019 at 12:42 PM
Update your profile picture :)
To update your profile picture: Login At the top of screen, click on the top right hand circle Select 'change picture' Browse for your image ...
Wed, 6 Nov, 2019 at 9:25 PM