Plan Broker Portal is a software that helps you manage and track your business goals. In this article, we will show you how to login to Plan Broker Portal.
How to login to the Plan Broker Portal
\snIf you're not already logged in to the Plan Broker Portal, you will need to create an account first. Once you have created your account, you can login using the following credentials:\snusername - your Plan Broker Portal username\snpassword - your password\sn\snIf you have forgotten your username or password, please contact customer service at 1-866-PLAN2BK (1-866-752-2626).\sn
How to view your account information
If you have any questions about your account or would like to change your password, you can login to the Plan Broker Portal. To login, follow these steps:
1. Go to planbrokerportal.com and sign in with your credentials. (You can find your credentials on the "My Account" page of the portal.)
2. Click on the "Login" button in the top right corner of the screen.
3. Type your name and password into the fields provided and click on the "Log In" button. You will be redirected to a login screen where you can set up a new password if you'd like.
How to export your account data
If you want to export your account data, please follow these steps:
1. Log in to your Plan Broker Portal account.
2. Click on the "My Account" tab.
3. On the "My Account" page, click on the "Export Account Data" link in the header bar.
4. Follow the instructions on the screen to export your account data.
How to create or edit a plan
When you create a new plan or edit an existing one, you'll need to login first. Here's how to do it:
1. Click the "Login" link on the top right of the page.
2. Enter your email address and password in the appropriate boxes and click the "Sign In" button.
3. You'll be taken to a page where you can view and manage your plans.
How to cancel or update a plan
Cancelling a plan is easy. Simply go to the Cancelling Plans section of your account, and follow the instructions.
If you want to update your plan information, you can do so by visiting the Update Plans section of your account. Here, you'll need to provide your plan details and confirm that you're happy with the changes.
Once you've made your changes, click Save Changes to submit them. You'll then be taken back to the Plans page, where you'll see your updated information.
How to view and manage your quotes
If you're looking to get quotes on a home improvement project, you'll need to sign up for a plan broker portal. Once you have an account, you can view and manage your quotes. Here's how:
1. Go to the plan broker portal website.
2. Click on "Sign In."
3. Enter your email address and password.
4. Click on "My Quotes."
5. Select the project you want to get quotes for.
6. Select the contractor you want to get quotes from.
7. Click on "Get Quotes."
8. Select the payment method you want to use.
9. Click on "Request Quotes."
How to add an employee
Adding an Employee to your Plan Broker Portal is easy.
1. Log in to your Plan Broker Portal.
2. Click on "Employees" on the left-hand menu.
3. Click on "Add Employee".
4. Enter the employee's name and email address, and click on "Next".
5. The employee will be added to the " detail page ". Click on the link in the "Role" column to view their role in your plan administration.
How to view and manage contributions
When you first create a blog on the Plan Broker Portal, you are asked to provide a name and a description for your blog. You can also choose to have the Portal display your blog posts in reverse chronological order or in random order. Once you have created your blog, you can login to view it and make changes.
To login to your blog, follow these steps:
1. On the main menu of the Plan Broker Portal, click Blogs.
2. In the Blogs section, under your name, click Login.
3. Enter your user name and password and click Login.
4. You will be presented with a list of recent posts from your blog. Click View All Posts to view all of your posts in chronological order or Click Random Order to randomly select a post from your blog for display.
5. To add a new post to your blog, click New Post below the Posts list. The New Post dialog box will appear, allowing you to enter the content for your new post. As you write your post, it will appear in the Posts list below the Dialog Box. When you are finished writing your post, click
9.How to view and manage enrollee data
If you are a Plan Broker or administrator looking to view and manage enrollee data, then you will need to login to the Portal. To do this, follow these steps:
1. Go to the HOME tab on the Portal and select Login.
2. Enter your credentials (username and password) and click Log In.
3. Click the Enrollees link on the left side of the screen.
4. You will now be able to view all of your enrollees, as well as their contact information, plan details, and enrollment status.
Conclusion
If you are looking to create or manage a plan broker portal, then this guide is for you. In this article, we will walk you through the basics of how to login and create your first portal. We hope that this guide has helped you get started on planning your own portal and that you found it helpful! If not, be sure to leave a comment below and we would be happy to help out as needed.