Skip to main content
New York Health Exchange
The Official Health Plan Marketplace for New York State
  • About 
    • What is NYSOH
    • Press Releases
    • Events
    • Meetings
    • Updates
    • Webinars
    • Return to About
  • Resources 
    • Appeal and Informal Review Process
    • Plan Maps
    • Dental Plan Comparison Tool
    • Estimate Financial Help
    • Find Doctors or Hospitals
    • Videos
    • Materials (English)
    • Materials (Additional Languages)
    • Materials Order Form
    • Enrollment Data
    • NYSOH Policies
    • NYSOH Comments on Proposed Rules
    • Additional Resources
  • Get Help 
    • Chat with us
    • Assistor/Broker Search
    • Navigator Site Locations
    • Language Support
    • FAQ
    • Glossary of Terms
    • TTY: 1-800-662-1220
  • 1-855-355-5777 
  •  Search
  • Individuals & Families
  • Employers
  • Brokers
  • Employees
  • Assistors

Broker User Guides

You are here

Home » Resources
Sep 22, 2020

The following user guides will provide step-by-step guidance for brokers utilizing the Small Business Marketplace.

 

Broker User Guides

  1. Broker Certification Step 1: Account Credentials
  2. Broker Certification Step 2: Identity Proofing and Licensing
  3. Broker Certification Step 3: Training Courses
  4. Broker Certification Step 4: Profile Setup
  5. Navigate the Broker Portal
  6. Add an Agency Affiliation
  7. Reassign Clients
  8. Adding a New Group & Navigation of the Eligibility Account
  9. Health Plan & Provider Look-Up Tool
  10. Broker Reactivation Instructions

 

 

 

 

Resource Type: 
Tool Kits

Related Resources

Mar 30, 2021

Assistor Tool Kit

Nov 3, 2020

Broker Tools and Resources

Aug 31, 2020

Instructions to Complete Broker Certification Courses

Popular Resources

Apr 19, 2021

NY State of Health - American Indians/Alaskan Natives Fact Sheet

Apr 16, 2021

Plan Esencial

Apr 16, 2021

Essential Plan Information

Share this Page >>

About This Site

This is the official informational website of NY State of Health The Official Health Plan Marketplace

Search by Health Plan, Provider, or Facility

Call our help line

1.855.355.5777

TTY: 1.800.662.1220

Monday - Friday, 8 a.m. - 8 p.m.
Saturday, 9 a.m. - 1 p.m.

  • Like us on Facebook
  • Follow us on Twitter
  • Find us on YouTube
  • Follow us on Instagram

Voter Registration

If you have a driver's license or ID issued by NYS DMV

  • Register to Vote
  • or
  • Download Registration Form

© 2013 NY State of Health. All rights reserved.

  • Privacy
  • Website Credits