Producer Portal
View reports and quickly link to important forms.
More resources coming soon.
Browse Reports
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Producer Code Change Request Forms
Use the links below to change Producer Codes or bulk update Servicing Roles across many clients.
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Producer Statements
Click the button below to login and access your online Producer Statements. There you can view, explore, and analyze your data for a deeper understanding of your statements. If you have any questions or need assistance, please contact Sarina Khariwala.
View my Producer Statement
CG E.D.G.E. (formerly Blueprint) Survey Links
Use this tool to create personalized EDGE survey links to send prospects. Your personalized link will deliver survey responses to your email address. If anything goes wrong with your link, there is a failsafe, as Kyle Simmons will be notified and can retrieve the results.
Blueprint Surveys
- Enter the first part of your email below
- Click "Generate Links" to create your custom survey links.
- Highlight and copy (Ctrl + C) the link for either P&C or Benefits
- In the body of an email to your client, paste the link (Ctrl + V).
All form submissions will be sent to the email entered.
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P&C EDGE Survey
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Benefits EDGE Survey
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Personal Risk Assessment EDGE Survey
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