We’re here to help make your life easier.
The Partnership Account is designed to help increase your productivity while lowering costs for your plan sponsors. Our direct, online process and digital tools will help you track client status, verify bond compliance, and renew coverage.
Explore some of the basics on how to use our digital client management tools.
Provide some basic client info, and you’ll be able to track coverage status, verify compliance, and start new applications.
View real-time tracking reports, keep tabs on referral commissions, and see the status of both Colonial and non-Colonial clients.
Our powerful dashboard allows you to manage client compliance from one place, which can greatly simplify 5500 filing time.
We’ll let you know when your client’s coverage due for renewal—even if they’re not a Colonial customer.
You can easily get applications going for your plan sponsors and send them a link so they can quickly complete the purchase online.