Aug 29, 2022
With Guardian’s Anytime service portal, you now use the “broker view” to access group details, member transactions, billing, forms, and materials. You no longer need access to the “plan-holder view.” So, during your customers’ onboarding, you will no longer receive plan-holder view permissions or have new business groups added to your existing plan holder user IDs.
To learn more, download the Broker Role Enhancement Flyer.
