Preparation is key

Browse through our checklists and resources to make sure you have what you need for your clients.

 

Checklists for brokers


Here are a couple of cheat sheets to help ensure that you have all of the appropriate paperwork for generating a quote and submission of a new group. Complete information and documentation will ensure that we can process your applications promptly.

 

Large group resources

Signing up a group of 101 or more employees for health insurance can be tough. But by reviewing our large groups page you’ll be able to find out which applications and documents you’ll need to make your group feel confident and happy throughout the enrollment process.

TAKE ME THERE ➜

Small group resources

If you’re signing up a group of up to 100 employees, you’ll want to have all of the appropriate forms and resources at your fingertips. Browse our small groups page to learn about what you’ll need to make the enrollment process smooth and organized for you and the group.

TAKE ME THERE ➜

Individual & family plan resources

Here are all the forms you'll need to sign up individual members and their families.

TAKE ME THERE ➜

Need marketing materials for your next client visit? We're here to help.

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Make the most of our portal

Log in to SharpConnect and get the details and instruction you need to determine client eligibility, enrollment requirements and more.

DOWNLOAD SHARPCONNECT USER GUIDE FOR BROKERS

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