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