For advisors - request for access

If you want to access our Plan Advisor Services website or assign/remove a company representative, please complete and follow the instructions within this Request for Access form.

If you need additional support and...

You are a …

Needing …

Then please …

Group Benefits plan advisor

To add/remove a company representative’s access

Complete and submit the Request for Access form. 

To add/remove a company associate’s access

Sign into the Plan Advisor Services website and select the ‘delegation’ feature.

To reset your password

Select 'Forgot your password?

A contract number added to an existing access ID to view related reports within the site.


Questions answered pertaining to your online commission statements


To add Plan InSite to an existing access ID

Contact your Group Benefits Account Executive

Technical Assistance

Call 1-866-441-4476

Answers regarding content within business growth reports, client reports or Plan InSite reports

Contact your Group Benefits Account Executive

Group Retirement Services plan advisor

Any questions regarding GRS access or support

Call 1-800-387-7262