How do I create a quote for my existing and prospective clients?
From the broker portal homepage, select the quote type you want to create and click the ‘Go’ button. You can create quotes for Medicare, Individual and Family, and small groups.
The quotes you’ve created will be available in the quotes section from the top menu. You can view and download any previously saved quotes from there.
For large group quotes, please contact our Commercial Broker Services team.
How do I enroll or renew coverage for my clients ?
If you are enrolling clients from a quote you had previously saved, click ‘Quotes’ from the top menu and select the quote you want to enroll. Enter all required information and submit the application.
If you are starting a new enrollment, start by creating a quote. From the portal homepage, choose the type of quote you want to create and click ‘Go’. After creating your quote, click the ‘Enroll Now’ button to begin the enrollment process.
For large group enrollment, please contact our Broker Services team.
You can manage applications that you have started or submitted under ‘Applications’ from the top menu.
Can I assist my clients in making a binder payment?
You can help your small group and individual clients submit a binder payment via electronic funds transfer (EFT), or by credit card where applicable.
Please note that the credit card option is only available for your clients within the Individual and Family segment.
How many plans can I quote at a time?
You can quote as many plans as you want for the small group, individual and family, and Medicare segments. For large group quotes, please contact the Commercial Broker Services team.
I’ve started an enrollment but can’t finish now. What do I do?
Your progress is saved automatically every time you click ‘Next’ during an enrollment. Click ‘Applications’ from the top menu, select any application in draft status to continue the enrollment from your last completed step.
Where can I see the status of my applications?
Click ‘Applications’ from the top menu and choose the business segment you want to review.
Use the filter drop down at the top to switch and view different statuses, such as draft, in progress, approved, etc. You can also use the additional search option to find specific applications by client name or application ID.
Successfully enrolled applications will have a link to specific client details in your book of business.