What Brokers Can and Cannot Do in the Partner Portal

For agents: Brokers support employees after an employer is live. They do not run the employer company account.

Brokers CAN

• View enrollment status for assigned employees
• See employee contact info for outreach
• Monitor Employee Enrolled vs Employee In Progress
• Export enrolled employee data from the Broker Dashboard (when available)

Brokers CANNOT

• Manage employer billing or company settings
• Approve or process reimbursements
• Add/remove employees on the employer roster
• Change the employer’s ICHRA policy / allowances

Those employer actions belong to the Employer Admin in the Company Portal. If a broker “can’t approve a reimbursement,” that’s expected — coach the employer Admin instead.

See also: Producer vs Broker vs Org Admin vs Employer Admin: Who Does What? and Broker Assignments: Why a Broker Can't See an Employee.