Who sees what in the broker portal

• Director: every case and client in the brokerage; chooses each new case's broker or routes it to a Manager's team; sets how new cases are assigned; invites Managers and Brokers; keeps the licence audit.
• Manager: the cases routed to their team and their team's cases; chooses a broker within the team.
• Broker: the cases assigned to them; contacts the client, sends rounds of quotes, records the policy.

Good to know

Each confirms cover changes on the policies they are responsible for - the brokerage's, the team's, or their own. A broker's internal notes are never shown to the customer.