BrokersPortal is the one stop resource for advisor tools, marketing materials, and information about technology solutions provided by various vendors.

Enhanced Support
We extend our Affiliates’ service offering through broker support, marketplace knowledge, broker tools, ongoing training, and solution implementation. The shared service center allows brokers to access promotional materials, marketing templates, technology category and vendor analysis, sales support, and educational Webinars for your staff and your employer clients. Our service team implements and optimizes HR and Benefit systems, resulting in an employer’s greatest return on investment.

Marketing Support
Access and download marketing and branding documents and content that can help you immediately grow your brand and add value to your group participation.

• Prepared Sales Cycle Plan
• Messaging and Branding Documents
• Logos
• Sample Website Content
• Promotional Templates

Affiliate Communications
Learn more about the group through pages that detail:

• Operating Bylaws
• Territories
• Committees
• Semi-Annual Conferences
• Affiliate Directory
• Ongoing Webinars
• Forum through LinkedIn

Competitive Analysis
We gather national brokerage firm information on a regular basis through research and ongoing competitive monitoring, then pass the competitive information to our Affiliates that may help when in competition.