Manage Your Book of Business in the Producer Portal
April 15, 2026
Applies to All Groups, Individual & Family Markets
If you work with support staff who help manage your book of business, you can give them access to your Blue Access for Producers℠ account using the “Delegate User” feature. This allows others to assist with day-to-day tasks without having to know or use your password.
What is a Delegate User?
A Delegate User is someone you authorize to access your account with their own unique user ID, password and email address. This helps streamline your workflow while keeping your account secure.
What Delegate Users can help with:
- Accessing client and policy information
- Assisting with application tracking and status updates
- Supporting general account management tasks
Review the to learn how to set up and manage delegates so your team can help support you. It’s a quick way to improve efficiency while keeping your account secure.