Document Exchange

Document Exchange

Document Exchange


Drag and drop or browse for documents to share with the broker's office. No special tools needed.


Documents transmitted over a secure internet connection, similar to how your secure online banking works.


Send confidential documents to your broker, and they can send them to you as well.

Bye Bye Secure Email

Say goodbye to special plug-ins, remembering to set security, and access time-outs. Use your standard web browser.

Transfer documents securely

Secure Document Transfer

When signed into the HR website, you may securely transfer any document to the broker's office without special software requirements. Documents may be anything from an updated employee census to an employee's EOB for researching a claims issue.

When saved, the document is then visible to both HR and the representative from the broker's office. Also, when the item is completed the history will retain the document as a reference.

  • Send important documents to broker's office
  • Receive documents securely from broker's office
  • Retain online copy of the document

Sharing Important Documents

The HR portal makes sharing important documents with your broker easy. From your employee census for quoting to claims forms for researching an employee claim, both you and your brokers can quickly and securely exchange important documents.

  • Carrier Contracts
  • Claims Forms
  • Claims History
  • Employee Census
  • Enrollment Applications
  • Renewal Proposals
Document Exchange