Broker Tools and Resources

Welcome to the NY State of Health Broker Tool Kit.

The administrative guides below will provide information for agents, brokers, and other assistors as they help small groups in the Small Business Marketplace.  They provide general guidance and define important policies.  The guides may be downloaded and printed or used as desktop resources.


Click on these headings for more information:


Administrative Guide

Administrative Guide for Brokers

Interactive Training Tools

Video Demonstrations:



In the sections below are specific tools and resources that are referenced in the guides, sorted by category.  Many of these documents can also be downloaded and printed.


Click on these headings for more information:

Resources on Unwinding the Public Health Emergency
Qualified Health Plans (QHP) and Dental Plans
Broker Certification
Broker Support
Plan Invitation
NY State of Health Broker Newsletters
Still Have Questions?


Additional Tool Kits:





Resource Type
Tool Kits
Publication Date