Access Your Book of Business in 4 Steps 

Dec. 17, 2025

(Applies to Individual & Family Markets)

The Retail Producer Portal* isn’t just for quoting, enrolling and servicing clients. It’s also your go-to resource for managing your book of business. With just a few clicks, you can download detailed reports and keep client information at your fingertips.

Here’s how: 

1. Log in to the Retail Producer Portal. 
2. Go to the Client Info tab. Under Reporting, select Book of Business. 
3. Enter your nine-digit producer number, apply filters as needed and click Search. 
4. Export the report as a Microsoft Excel file.

For more details, check out the Retail Producer Portal Guide: Using Report and see Pages 13-14 for step-by-step instructions. 

* On Aug. 1, 2026, we retired the Retail Producer Portal. Agents and brokers should use the new Producer Experience Portal instead.

• Register or log in to the Producer Experience Portal
• Get Producer Experience Portal training materials