Stop Searching—Save These Must-Have Links Now
Dec. 3, 2025
(Applies to Individual & Family Markets)
The Retail Producer Portal is your all-in-one, 24/7 solution for Individual & Family Markets sales and support (as well as for all Medicare lines of business). Use the portal to:
- Create quotes, enroll members and serve clients
- Check application status and view your Book of Business
- Access reporting tools and search clients
- Download training materials
How to View and Export Your Book of Business
- On the Client Info tab, under the Reporting section, select the Book of Business link.
- Search and create reports using your nine-digit National Producer Number.
- Filter as needed, then hit Search.
- Export the Microsoft Excel spreadsheet file.
Blue Access for Producers℠ is your centeralized portal for everything you need to manage and grow your book of business. The site includes:
- Commission statements
- Training and marketing materials
- Sales tools
- Product information
- And more
Don’t forget: A new serves as your one-stop for all of the important websites you use.