Individual Advisor Portal User Guide

Welcome to Your Individual Advisor Portal!

As a valued partnering advisor with Saskatchewan Blue Cross, your success is our success. We are excited to equip you with the tools and functionalities needed to efficiently manage your individual book of business while supporting the health and well-being of our Personal Health Plan members across Saskatchewan.

This comprehensive guide will walk you through the Advisor Portal, highlighting its key features, functionalities, and best practices to help you maximize its potential. Whether you're new to the platform or looking to refine your workflow, this resource is designed to ensure a seamless and productive experience.

NEW Individual Advisor and Member Portal and App Training Webinar

This recorded training session provides an overview and demonstration of the key enhancements designed to improve the redesigned portal experiences for advisors and plan members. This recording serves as a valuable resource to familiarize yourself with these enhancements and support plan members during the transition.

Member Portal Demo: 5:17

Individual Advisor Portal Demo: 31:00

Logging into the Advisor Portal

This guide provides essential instructions for accessing the Advisor Portal, making it easy for both new and returning users to log in efficiently. It includes clear steps for first-time users to request access and create a password, as well as a straightforward process for returning users to log in and recover forgotten passwords.

Home (Dashboard)

Your Home screen, or Dashboard, includes quick access features that help you manage your individual book of business, stay up to date with Saskatchewan Blue Cross, and easily access your commission statements.

1. Top Menu Bar: Access the functions and tools available within your Advisor portal.

2. Notification Centre: Notifications are email-enabled, ensuring you remain informed about all developments at Saskatchewan Blue Cross. Stay updated on marketing communications, policy changes, product training, CE-accredited opportunities, and more.

   Tip: Notifications, Announcements, and Alerts can be accessed and acknowledged in this section. Additionally, Group Advisors will receive email notifications for any activities or actions required within the Portal.

3. Quick Actions: Gain direct access to your Personal Health Plan application and quote tools, which are linked to your Advisor number for the processing of corresponding commissions from approved applications.

   Please note that the Travel Portal and Advisor Learning Centre do not support single sign-on but provide direct links to their respective login pages for your convenience.

4. Commission Statements: Receive notifications and review your recent commission statements.

Reports

This guide provides instructions for generating key reports to manage Personal Health Plan policies and track advisor performance. It includes reports on lapsed policies, sales summaries, and customer lists, supporting both individual advisors and brokerages. Reports can be downloaded in various formats for easy integration with other systems.

Documents

Find a document

This guide outlines a simple process for locating and managing important documents exchanged between the Advisor and Saskatchewan Blue Cross. Use search filters to refine results or browse through existing documents to quickly find the necessary information.

Submit a document

Following this guide will streamline your document submission process and enhance communication with your support team.

Commission Statements

Monthly commission statements will be accessible after April 28, 2025. Historical statements are not available; refer to your previously retained records.

Email notifications will be sent when new commission statements are available, directing you to the Advisor Portal for more details.

Contact Us

This guide provides information on how to effectively reach out to the Advisor Support team for assistance with inquiries related to your Business Development Representative or access to resources like the Travel Portal and Advisor Learning Centre.

My Account

Update Profile

This guide provides essential instructions for updating your profile and changing your password within the portal, ensuring your information remains current and secure.

Hybrid Advisors

Advisors who quote, sell, and service both Personal Health Plans and Group Insurance can access enhanced features, reporting, and management tools within a hybrid advisor environment. To learn more about the capabilities available at your fingertips, please review the following resources:

• Group Advisor Portal User Guide

• Group Advisor Portal Webinar

• Plan Administrator Portal User Guide

• Plan Administrator Portal Webinar