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Easily see who in your organization has PTB delegate access

Large Group, Small Group, Individual | CO, CT, IN, KY, ME, MO, NH, NV, OH, VA, WI, CA, GA, NY-DOWNSTATE, NY-UPSTATE

It’s now easier to manage Producer Toolbox delegates. Anyone with a primary or site administration designation who has at least one delegate can now download a list of their organization’s delegates. The list shows who in their organization has Producer Toolbox delegate access and their assigned role.

  1. Log in to Producer Toolbox.
  2. Go to Account Details either from Licensing, Credentialing & Contracting, or the profile icon in the upper right corner.
  3. Once in Account Details, go to the Delegates tab.
  4. Click on the Download Delegate List link.
  5. An Excel file of delegates will download to the user’s Document folder.

The method for adding delegates has not changed.

Please contact Broker Services with any questions.