If you have access to the educational provider account, follow these steps to change the primary contact:
Log in to your account and click your company name in the top left.
On the Account tab, scroll down to locate the Primary Contact.
Click the Primary Contact and a list of users will appear. Designate the new primary contact by choosing a user from the drop-down menu.
4. Scroll down to the bottom of the page and click on the Save Changes button.
💡If the person you would like to designate is not listed, you will need to add them as a user.
If the primary contact on file is no longer with your company and you are unable to access the account:
Please compose a letter requesting the change on your company letterhead, then scan and email it to our Support Team at email@example.com.
The letter should include:
Your CE Broker Provider number (begins with 50-)
Name of the current primary contact
Name of the new primary contact
The email address of the new primary contact
Reason for requesting the change