We’re excited to let you know that we’ve launched the new Advice+ Broker Portal, designed to make submitting and managing referrals quicker and more efficient.
Until now, referrals have been submitted via our website form. Going forward, you’ll be able to submit cases through our dedicated broker portal, helping streamline the process for both you and your clients.
Create your Broker Portal account
With your new access, you can:
- Get instant, self-serve quotes and indicative offers
- Submit and edit referrals up to the fact find stage
- Send our digital fact find to your client – no need to wait for a call
- Track case progress in real time
To help you get started, we’ve also put together a short video walkthrough showing you how the portal works and how to submit your first case.
Once registered, you’ll be able to start submitting and managing cases right away.
If you have any questions or need help getting set up, just let us know.
We look forward to continuing to work together and helping you support your clients through our broker portal.
Leon Griffiths
0203 984 7721