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Broker Bulletin


July 13, 2023

It's back! You can now access Client Centre (again) under 'My tools' on the Intact Portal.

Personal Lines

PL Systems Helpline is here to help


Need help with one of our PL systems? Call the Personal Lines Systems Helpline at

1-855-446-8866 or email PLSystemsHelpline@intact.net.


The team is ready to support your questions on:

 

  • Contact PL – navigating system with keying new business and policy changes, error messages. You can also visit the Contact PL resources page on the Intact Portal.
  • Connectivity – troubleshooting policy uploads from your broker system to Intact Insurance
  • Intact Portal – navigate the portal to find wordings, rate manuals, tip sheets, how-to guides and more
  • Client eDocs – accessing policy declaration pages using Client eDocs, technical support, File Transfer
  • EDI download – set up of initial load, resending downloads to your broker management system
  • my Drive – technical questions related to my Drive


For any questions, please contact your Intact Insurance representative.

 

We appreciate your business.

Education

Registered in next week’s instructor-led, accredited summer treks in Pathways?

Don’t forget to attend!



  • CGL Max & Liability EDGE (FULL)
  • Crime Coverage (FULL)


Coming up later in July:

Available in the Personal Lines Intermediate Pathway



  • Behavioural Science & Sales (July 27 – 19 spots available)
Save your spot

Need Systems training to support your Pathway? New instructor-led sessions on Contact PL, the Intact Insurance App, Client Centre and more released each month!

See what's available

Intact Portal | Intact Broker