Client Connect Broker Partner Onboarding

CLIENT CONNECT - BROKER PARTNER ON-BOARDING

Client Connect is included for all Navacord Broker Partners using EPIC. Client connect is a self service portal where clients can have access to their policy documents and take advantage of self service features such as issuing pink cards and certificates. The process to set up Client Connect can take a little while, however we have simplified the steps for providing the information required so the Navacord team can get Broker Partners set up .

Appoint a Client Connect Champion - Brokerage Principal

Broker Principals can review the one page overview for the Client Connect launch process for details on the process. Once this is reviewed Select a client connect champion who will be responsible for being the primary liaison between the Brokerage and the Navacord Client Connect Team.

CLIENT CONNECT OVERVIEW

Download the one page Client Connect Overview to review the process and determine who you would like to assign as your client connect Champion. Once a decision has been made, Click the button to assign your champion and get your Client Connect Launch Started.

Complete the Initial Details Form - Client Connect Champion

The client connect champion will be emailed the on-boarding steps as soon as they are assigned as the Client Connect Champion. The first step is to complete some initial details about the Brokerage to get the URL set up for the Client connect portal.

SUBMIT INITIAL SET UP DETAILS

Click the link to submit the initial details so the URL can be set up for client connect for your brokerage.

Complete the Mobile Application Form - Client Connect Champion

You will need your D-U-N-S number and a contact name for a principal at your Brokerage who will be able to authorize apple to deal with IT management with respect to the Apple Developer License - your accounting dept may have your DUNS number or you can look it up by visiting https://www.dnb.com/ca-en/duns-number.html

COMPLETE MOBILE APP DETAILS

Click to submit your details for the mobile application to the IT Management team at Navacord.

Review the Client Connect Sandbox and provide preferences for you Start pages

Visit https://www.toolepeet.com/client-connect-sandbox/ and login with password Connect1 Navigate through the page as if you were a Commercial or Personal Lines Customer to see what features

SUBMIT START PAGE PREFERENCES

After reviewing the Sandbox you should be able to provide your preferences for your Start Pages for Client Connect