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Access Your Book of Business in 4 Steps 

Dec. 17, 2025

(Applies to Individual & Family Markets)

The Retail Producer Portal isn’t just for quoting, enrolling and servicing clients. It’s also your go-to resource for managing your book of business. With just a few clicks, you can download detailed reports and keep client information at your fingertips.

Here’s how: 

  1. Log in to the Retail Producer Portal. 
  2. Go to the Client Info tab. Under Reporting, select Book of Business. 
  3. Enter your nine-digit producer number, apply filters as needed and click Search. 
  4. Export the report as a Microsoft Excel file.

For more details, check out the Retail Producer Portal Guide: Using Reports and see Pages 13-14 for step-by-step instructions.