Broker Help and Support

Can I change my username, personal information, or password?

To change your personal information, click your name in the top right corner and select ‘My Profile’. Once you’re on the profile page, click the ‘Edit’ button on the right to make changes, then click ‘Save’.

Your username is unique and cannot be changed. If you need a new username for security reasons, you can request to have your current account terminated and have a new one created. Once your account has been terminated, you will lose all history associated with that account.

If you want to change your password, click your name in the top right corner and select ‘My Settings.’ You’ll see an option to change your password.

How do I add and manage access for other users/brokers associated with my agency?

Click your name in the top right corner and select ‘My Agency’; then click the ‘Related’ tab to manage your users. 

Under ‘Related’ you will see:

• The ‘Contacts’ section, which includes all the people associated with your agency. 
• The ‘Community Members’ section, which includes the users who have access to your EmblemHealth Broker portal, based on the contact type or role you have defined for them.

If you’re a principal or administrator for your agency, follow these steps to add a new user to your account:

1. You must first create a contact with the appropriate role or access level you want for that user. Under ‘My Agency’, click on the ‘Related’ tab and then the ‘New’ button.
2. On the new contact screen, enter all required information, select the contact type, then click ‘Save’.
3. Click on the new contact you just added, then select ‘Enable Partner User’ to activate their account.

Under ‘Community Members’ click the down arrow next to the user you want to manage; from there, you have the option to change their permissions, reset their password, and deactivate their account.

How do I set up roles and permissions?

If you are the principal or administrator for your agency, go to the ‘Related’ tab under ‘My Agency’. Scroll down to the ‘Community Members’ section, click the down arrow next to the user you want to manage, then select ‘Manage Permissions’.

Select the permissions you wish to assign to the user, then click the right arrow to move them to the ‘Selected’ box. Click ‘Save’ to confirm the updated permissions.

If you have any questions about assigning roles and permissions, contact your administrator or reach out to our team:

• Commercial Brokers: call the Brokers Services team at 866-614-6040, Monday – Friday from 8 am to 5 pm. 
• Medicare Brokers: call the Medicare Broker Support team at 877-224-7994, Monday – Friday from 8 am to 5 pm.

What are the broker portal roles and associated permissions?

As a principal or administrator, you control the level of access given to different users on your account. You define who can manage your book of business, see commissions, submit applications, and more.

Sign in to your account and go to ‘My Agency’ to see the complete list of roles and permissions you can assign to your users.