Need to send a document to us fast? Use Live Chat in the Broker Plus app. If you’re connected to a live agent in the app and need to send a file, our latest enhancement allows you to securely upload it so your agent can review it in real time.
Once the agent you’re chatting with requests the file, you’ll see a plus sign to the left of your typing field. Select the plus sign, and you can take a photo, choose an existing photo, or upload any files you have saved on your mobile device.
Here are some documents you might need to upload:
- Enrollment Applications
- Change Forms
- Marriage/Divorce Certifications
- SSN Images/Refusal Forms
- Birth Certificates
Files must be 7MB or less. You can upload most standard image and file formats, including JPEG, PNG, Word, Excel, and PDF.
Please note that Live Chat is available during your local business hours.
Please reach out to Broker Services via Live Chat with any questions.