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    How to Access APOLLO’s Self Serve Portal for Brokers

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    At APOLLO, we’re always looking for ways to improve our client’s experience, so we’re excited to announce the launch of our broker self-serve portal. Designed specifically with our brokers in mind, this user-friendly platform allows you to effortlessly enhance coverages for existing and future tenants. In this step-by-step guide, we’ll walk you through the simple process of using our self-serve portal.

    How to Access APOLLO’s Self-Serve Portal

    To access APOLLO’s Self-Serve Customer Portal, follow these simple steps:

    1. Login to the APOLLO Exchange

    Start by navigating to the APOLLO Exchange, click “SIGN IN” on the top-right corner of the screen and enter your credentials to log in. 

    2. Navigate to the CRM tab on the top bar

    Click the CRM tab to view your current customer applications.

    Screenshot 2023-10-05 at 3.54.23 PM

    3. Search Client by Policy Number

    Use the search bar on the right hand side to search for your client's policy.

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    4. Click “Details” on your selected customer application

    This is located on the right hand side of the screen, under “Application Details”

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    5. Select “Edit Tenant Policy” from the drop down menu

    Using the drop down menu on the top-left hand side, select “Edit Tenant Policy”. This will take you to our Edit Tenant Record page.

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    6. Update your coverages from the drop down menus

    From the Edit Tenant Record page, under the Policy Responses portion on the right hand side, use the drop down menus to increase coverage for your clients.

    Screenshot 2023-10-06 at 3.51.11 PM

    Important Note: Please be aware that any changes made will require the outstanding balance to be cleared before the changes are released. Once these changes are made, the change in premium will be charged in one lump sum payment to the credit card on file. If the payment fails, the endorsement will not go through.

    Things You Can’t Do on APOLLO’s Broker Self-Serve Portal

    While APOLLO’s new Self Serve Broker Portal gives you the flexibility to increase coverages for your clients directly from the APOLLO Exchange, there still are some limitations, such as:

    1. Reducing Coverages: Reducing coverages through the self-serve portal is not possible at this time. 

    2. Policy Cancellation: It's important to note that policy cancellation still requires underwriting approval. Although you can conveniently modify coverages, cancelling a policy will need to be reviewed and approved by our underwriting team.

    At APOLLO Insurance, we’re committed to simplifying and streamlining the broker experience. With our self-serve portal, you can now make adjustments to tenant insurance coverages with ease, offering your clients even greater protection. 

    Originally published October 6, 2023, updated April 30, 2024

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    APOLLO Insurance Agency Ltd. (o/a APOLLO Brokerage in the province of Ontario only) is a licensed retail brokerage, offering our clients with a comprehensive set of insurance solutions to meet their individual needs. APOLLO Insurance Agency Ltd. maintains necessary corporate licensing in provinces across Canada. Availability of products and service depends on licensing and product availability. The information that appears on this page is provided for information purposes only. Advertised products and prices are not guaranteed and vary based on insurance provider and/or insurance company's discretion and product availability.

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