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Registration and Certification: Broker Service Line Procedure

The Broker Service Line is able to assist brokers with questions regarding registration, certification and recertification.

Key points:

  • Contact by secure email:
    • Personal contact information changes
    • Assister portal reference number inquiry
    • Directory/agency changes
    • Broker roster removal requests
    • Recertification or certification inquiries
    • Verification of course completions
    • Unique key assistance
    • Agency registration process
    • Broker roster entry process
    • CE reporting issues
    • Troubleshooting training access issues
    • Course requirements for certification and recertification


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