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Broker Briefcase

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The Broker Briefcase is available only to Broker and Carrier users and contains certain system features geared specifically for your use.

You can find the Broker Briefcase on the System Menu page when you log into THEbenefitsHUB at the URL http://www.thebenefitshub.com/admin.

Under the first category, Broker Tools, you will find two sub-categories

  1. The Implementation Kit
    • Documentation on THEbenefitsHUB implementation phases
    • Tips and Tricks for enrollment season
  2. Sales Content
    • Content our allsynx Sales Representatives use/provide

If you take a look into the Implementation Kit you can see the pages of information available to you! You will find a short description of each available document and a link for easy download.

As a Broker, you will use the Broke Briefcase to gain access to any of your associated companies by clicking the Select Company Link.

You are also to change your password at any time by clicking the Update Password link.

In addition to accessing the Broker Briefcase from the System Menu, you can also do so from any Company Menu. To locate the Broker Briefcase at the Company Menu:

  1. Search for the applicable company using the link “Select Company”
  2. Click Search
  3. Arrive at the Company Menu (as shown in the image above)
  4. The Broker Briefcase will appear first icon from the left

At the Broker Briefcase on the Company Menu, you can:

  • View the History File for that particular company
  • Update the Contact Us options
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