The CGU Broker Portal is an online service for authorised CGU insurance partners. Depending on the user’s access and current CGU setup, it may provide insurance administration and support functions that help a broker manage work in one place.
Mortgage brokers should first confirm whether their business and role are eligible for portal access. The available functions can change, so use current CGU instructions as the source for login, products and transactions.
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What the portal is for
A Broker Portal gives an authorised intermediary a secure route to the insurer’s systems and resources. Access is tied to the business relationship, user permissions and the services CGU makes available to that account.
Do not assume that every user can see the same features. If a policy or claim function is missing, check the account role and CGU support guidance before creating duplicate work outside the portal.
Set up access carefully
- Use the official CGU portal address supplied to the business.
- Create a separate authorised account for each staff member.
- Apply the minimum permissions needed for the person’s role.
- Remove access promptly when a staff member leaves or changes role.
Use the portal in a controlled workflow
Record the client authority, transaction reference and relevant documents in the brokerage system. Keep personal information inside approved channels. If an issue needs escalation, note the portal reference and the action already taken.
Give staff short process notes for the tasks they perform most often. Pair these notes with current CGU material and professional development where insurance work falls within the brokerage’s service.
Check access and records
Review user access at set intervals and after staffing changes. Compare portal transactions with the client file so policy or claim records are complete. Contact CGU through its official support route when the portal information is unclear or a function is unavailable.
