Happl Broker Portal
For brokers and clients accessing the broker portal
By Ryan1 author13 articles
- Set up your broker accountUse your Happl invitation to create a password and access the policies assigned to you. Account setup is complete once you have signed in and verified your authenticator.
- Reset your portal passwordRequest a setup email if you have forgotten your password or need to finish account setup. Changing your password does not remove the requirement to use your authenticator.
- Set up two factor authenticationTwo-factor authentication adds a six-digit authenticator code to your password. The portal calls this multi-factor authentication or MFA. It is required before you can access policy information.
- Resolve authenticator problemsUse this article when your password is accepted but your authenticator code is rejected, or when you no longer have access to the authenticator registered to Happl.
- Find policies and understand report statusThe broker portal shows the companies and policies included in your access. Report status identifies what needs attention; it does not describe whether the underlying insurance cover is active.
- View and download policy documentsOpen a document in the portal to review it without downloading it. The viewer also provides comments and document-specific Happl AI context. Opening the viewer is recorded in policy activity.
- Upload a return documentUse Return a document to send a file back to Happl against an assigned policy. The file must pass the portal’s checks and be published before other authorised users can…
- Resolve pending or rejected uploadsAn uploaded file can remain pending while it is checked or published. A security hold means the file is not available for normal use. These states are separate from report…
- Mark a report as completedConfirm completion only after every change in the current report has been actioned with the insurer. Your full name and confirmation form part of the policy record.
- Report an issue to HapplUse Report an issue when a current changes report is incorrect, unclear or cannot be actioned. This records the problem against the report and changes its status to With Happl.
- Comment and reply on documentsDocument comments keep questions and replies beside the relevant file. Brokers, Happl admins and clients with access can reply in a shared thread, including to their own messages.
- Use Happl AI with policy contextHappl AI helps you use the portal and find information in records you are permitted to access. It can look up the portal help articles for setup, uploads, completion and…
- Review notifications and policy activityNotifications highlight policy updates, while activity records provide a history of actions. Use them to locate changes and confirm what has been recorded, then review the relevant policy or document.