Purpose
Your My Profile page holds your own broker details and your login settings. Keep it current: your contact and licence details identify you to clients and carriers, and your username is how you sign in to every UZIO portal you use.
Who can do this: every broker, agency user and account manager, for their own profile. An agency can also update its brokers' details from its broker list.
Open your profile
- Log in to the Broker Portal.
- From the global menu, click My Profile.
- Click the Edit icon on the section you want to change, update it, and save.
[Screenshot: Broker Portal My Profile page with Edit icons (use demo data)]
What you can change
| Section | What it holds |
|---|---|
| Account Information | Your name and email details |
| Broker Information | Your licence and identification details, such as your NPN, sales rep ID and tax ID |
| Contact Information | Your address and phone number |
Login and account settings
These are reachable from the profile page:
| Setting | What it does |
|---|---|
| Login Accounts | Lists the ways you can sign in. Add a secondary sign-in (for example, a Google or LinkedIn account) with Add Account. |
| Change Username | Changes the email address you sign in with. |
| Change Password | Changes your password. You are asked to log in again with the new password. |
| Custom Settings | Sets a custom display name, display email address or display customer-care number. |
| Manage Custom Fields | Defines extra fields that appear on your client employers' profiles. |
Adding a secondary sign-in
- Go to My Profile > Login Accounts and click Add Account.
- Choose the social site to link.
- Sign in to that site, or click Allow if you are already signed in.
You can link one account per social site and remove a secondary sign-in at any time. Your original UZIO login cannot be removed, and you cannot remove your only remaining sign-in.
Common problems
I changed my username. Does that affect my other portals?
Yes. You have one UZIO login, so the new username applies everywhere you sign in: the Broker Portal, and the Employer or Employee Portal if you use them. The new username must not already be in use anywhere on UZIO.
I got a "Your profile information has been updated" email, but I didn't change anything
Your agency or UZIO can update your broker details, and UZIO emails you whenever that happens. Log in and review your profile. If you don't recognise the change, ask your agency first.
I can't find where to change my NPN
It sits under Broker Information. If the field will not save, your agency may manage it; ask them to update it from their broker list.
Still stuck?
Please reach out to us at support@uzio.com or call +1-571-601-1752. Send your name, your agency, the section you were editing, and a screenshot of any message. Never send your password.
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