Broker User Guides

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. How to 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
Publication Date