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Case Status

hrough Policy Status you will be able to view your cases that are sent through McGill Brokerage, licensing, and appointments. Information such as client name, policy information, policy numbers and follow up comments may be viewed. You may also send emails to McGill Brokerage regarding your cases and follow ups.

If you already have a password please click the button below to login.

Policy Status Login

To Request a Password to gain access to case status please fill out the form below.

Once the request is received and processed an email will be sent to you with the needed information. You may change your password once you enter the system.

Using SmartView for Advisors Video (Click to watch training video)

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