NEW Individual Advisor Portal User Guide
Bluecross
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
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, and easily access your commission statements.
Top Menu Bar: Access the functions and tools available within your Advisor portal.
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.
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.
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.
Reporting
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.
Find a Document
Submit a document
Following this guide will streamline your document submission process and enhance communication with your support team.
Upload a document
Commission Statements
Monthly commission statements will be accessible after March 17, 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.
Commission Statements
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.
Contact Us
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.
Update Profile and Change Password
User Management
User Management
This functionality is accessible for Principals, Managing Advisors, or designated users within the organization, enabling administrators to manage other users' accounts in near real-time. Designated users have the capability to add users, assign specific roles and access levels, and activate or deactivate advisor users according to their employment status.
User Roles
Individual Advisor - Support: This role has access to all reporting for every advisor within the organization. However, it does not include access to the Personal Health or Travel Plan Quote and Application Tools within their portal experience. This role is specifically designed for administrators and support staff.
Individual Advisor: This role allows access to Personal Health Plan quote and application tools directly from their portal. Additionally, they have direct links to the Travel Portal and the Advisor Learning Centre login pages. This role is intended for advisors who quote, sell, and service Personal Health Plans and their members.
Individual Advisor - Super User: This role is designated for the Principal or Managing Advisor. It provides access to all features, including comprehensive reporting for all advisors listed within the portal, as well as all sales tools.
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: