MyAdvisorData by Brokers Alliance

Your book,
one sign-in away.

Sign in with the email Brokers Alliance registered for your hierarchy. The screen is read-only, shows only your book, and every question it asks is recorded.

MyAdvisorData
–
agents in your hierarchy
–
submitted, last 24 months
–
placed and paid, last 24 months
–
open cases in the window

Submitted and paid, by month

Submitted Paid

Where is a case?

or

Where does an agent stand on contracting?

Who asked what

every question made with your hierarchy's access

What this screen never shows

  • A case that belongs to another hierarchy. It gets the same answer as a case that does not exist.
  • Commission levels, contract levels, overrides or compensation of any kind.
  • Applicant health details, notes or documents.

Answers from this connection pass through the assistant you chose, under that assistant's terms, and Brokers Alliance does not see your conversation. On this screen there is no assistant: the numbers come straight from the same connection, and nothing is stored in your browser after you sign out.

MyAdvisorData by Brokers Alliance · Connect your own AI instead