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Thanks for expressing an interest in our new account sharing functionality! Please see below the process to get your brokerage up and running.

1. Contact the service team at broker@bizcoverforbrokers.com.au. Please ensure your email includes confirmation of approval from the principal and a list of all users whom Account Sharing needs to be activated for.

2. Advise of any individual Authorised Representatives (ARs). ARs within a brokerage need to be identified to ensure the Account Sharing feature is correctly set up. Policy and client information will only be shared with the associated staff/employee(s) of the Authorised Representative.

Here is the link to our user guide that outlines how it works, and feel free to reach out to us if you have any questions!
If you need any help with anything else please contact us on 1300 295 262 or at broker@bizcoverforbrokers.com.au
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