tips, tricks and tutorials

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

Select your colour theme
At Blend we have 3 core colour themes for you to choose from.  To select your favourite: Click on your profile picture in the top right of the portal ...
Tue, 5 Nov, 2019 at 12:42 PM
Pause homepage 'particles'
We love the dynamic 'particles' and moving them around the homepage but if you find them distracting or annoying you are able to pause/play as you...
Tue, 5 Nov, 2019 at 12:43 PM
Certificate of Currency to your inbox
Once a policy is bound via the portal (thank you for your business), you'll receive a Certificate of Currency as an attachment to your policy confirmat...
Mon, 11 Nov, 2019 at 10:53 AM
View and download a summary of cover & PDS
You can view and/or download a summary of cover for our Individual Personal Accident & Sickness and Voluntary Workers Personal Accident products within ...
Wed, 6 Nov, 2019 at 9:11 PM
View a premium breakdown of your indicative quote
We've made it really easy to view the premium breakdown of the quote you're preparing by clicking the icon under the displayed premium.  Note, wh...
Fri, 8 Nov, 2019 at 12:02 PM
Tailor your client's lump sum events and limits
When navigating the portal, we provide various options to tailor and adjust benefit limits for your client. One example in the Individual Personal Accid...
Tue, 12 Nov, 2019 at 11:07 AM
View your client's quote/policy/claim history
You can view your client's most recent quote, policy and claim history from the drop-down menu on the home page. If you'd like to view your cl...
Tue, 12 Nov, 2019 at 11:14 AM
Getting help whilst using the broker portal
Throughout the portal there are many different ways we've worked to provide you with all the support you need. Some pages have on screen help conte...
Tue, 12 Nov, 2019 at 11:25 AM
Adjust commission during quote
You can easily view and adjust commission during the quote path - see example below for Individual Personal Accident & Sickness quote journey: Click...
Tue, 12 Nov, 2019 at 1:54 PM
Selecting a customer type
The first step in getting a Individual Personal Accident & Sickness or Voluntary Workers Accident quote is selecting the type of customer you'd lik...
Tue, 12 Nov, 2019 at 2:13 PM