Guide To Documents On The Broker Portal

Document Retrieval At Your Fingertips

Through the Broker Portal, you can view and save documents associated with your account(s). Open an account, click “All Documents” and you’ll find documents related to that account. Follow the steps below to locate your policy and all associated documents.


You will find the following types of documents within the portal:


• Policies
• Invoices
• Quotes
• Completed Applications
• Cancellation Notices
• Rescission Notices


Follow the steps below to locate your policy and all associated documents:


Step 1: Go to the Broker Portal Dashboard.

Guide To Documents On The Broker Portal


Step 2: To see all accounts toggle to Agency View. From the account icon drop down, click Personal View / Agency View and select Agency View.


Guide To Documents On The Broker Portal



Step 3: Click the magnifying glass to search for your Submission or Policy.

Guide To Documents On The Broker Portal



Step 4: Click View Policy to open your submission or policy.

Guide To Documents On The Broker Portal



Step 5: Click All Documents and sort the list to find what you need. Click the Creation Date sort button twice to pull up the most recent date.

Guide To Documents On The Broker Portal



Step 6: Choose your document and click Download File.

Guide To Documents On The Broker Portal



For service-related requests please contact Distinguished Programs Customer Service:


Email: service@distinguished.com

Phone number: 888-355-4626

Need help right away? Click here for Live Chat

For product or appetite questions, contact your Sales Executive. You can find them here.


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