Broker Portal for Commercial Group Broker Training Module

Broker Portal for Commercial Group Broker Training Module 8 04162021

Module Description This module is designed to review: § Accessing the Broker Portal § Commercial Group § Small Group Quoting Tool § Large Group Quoting § Comparison of Benefits § Group Plans § Group Medicare Advantage Plans § Group UW Guidelines § Group Submissions § Broker of Record Change Form § Active & Fit § Miscellaneous Group Forms

Portal Location 1. The Broker Portal can be found on our website(s): § Health First Health Plans: my. HFHP. org § Advent. Health Advantage Plans: my. AHplan. com 2. As an appointed broker, your Username will always be your National Producer Number (NPN). 3. Password § If it’s your first time accessing the Broker Portal, use the temporary password: P@ss 1234 § After initial login, use the new password you created for yourself

Broker Portal Be sure to review the resources available to you in the Broker Portal. Different categories can be found across the top menu and within the body of the main landing page.

Plans – Commercial Group § Click Plans from the top tool bar followed by Search. § A list of Commercial Group specific menu options will populate. § Click the + icon to open the list of options.

Small Group Quoting The Small Group Quoting Tool is available from the Broker Portal and allows you to quote groups from 2 to 50 subscribers. From this page, a tutorial is available on the Small Group Quoting Tool as a guide to walk brokers step-by-step through quoting small groups. This tool requires a login and password. To obtain login credentials, questions about quoting group plans or working with the Small Group Quoting Tool, please contact your Sales Executive directly or Group Sales at HFGroup. Sales@HF. org.

Large Group Quoting Fully insured and self funded large group quotes are available for groups with 51 or more employees. Please be sure to provide your Sales Executive with the necessary information in order to quote your large group. Required documents include: § Completed and signed Large Group quotation questionnaire § Census in Excel format, including date of birth, sex, home ZIP code and enrollment tier (EE, ES, EC, FAM) § Current plan designs with enrollment by plan § Renewal with current and renewal rates by plan and enrollment by tier on carrier letterhead § Applicable claims data For questions about quoting group plans, please contact your Sales Executive directly or Group Sales at HFGroup. Sales@HF. org.

Comparison of Benefits A comprehensive list of Commercial Group plans is available by clicking Comparison of Benefits. This section also allows you to view all Schedules of Benefits.

Commercial Group Plans Health First Health Plans and Advent. Health Advantage Plans have plan options to fit your budget, health needs and lifestyle. We offer a comprehensive network with a variety of doctors, specialties and hospitals. Click Group HMO Plans, Group POS Plans, or Access POS Plans for additional resources based on plan type. Note: Access POS Plans are only available for Health First Health Plans Large Groups.

Group Medicare Advantage Plans are available. Health First Health Plan Group Medicare options: Advent. Health Advantage Plan Group Medicare options:

Group Underwriting Guidelines Click Group UW Guidelines for rules and eligibility requirements for groups. Content covers general, smallgroup and large-group guidelines.

Group Submissions allows Brokers to submit group documents, including applications and enrollment change forms, for both new and existing groups.

Broker of Record Change Forms When a Broker of Record (also known as an Agent of Record) change takes place, you may complete this process by clicking Broker of Record Change Form. Complete and submit the provided change form from this page.

Active & Fit The Active & Fit program gives members: § No-cost access to a participating fitness center. Age restrictions and requirements vary by gym § The option to work out at home using up to two out of 32 Home Fitness Kits per year § The Active&Fit Connected!™ tool, a fun and easy way to track your exercise and activity from wearable fitness devices § An online newsletter four times a year § Other web tools like a fitness center search, online classes and more

Miscellaneous Group Forms Click Miscellaneous Group Forms for access to: § Applications § Authorization Request Forms § Enrollment Forms § Member Guidebooks § Reimbursement and Rebate Forms § Rx Mail Order Forms

Helpful Contacts Broker Services HFBroker@HF. org Broker Financial Services Commissions@HF. org Customer Service HFHPInfo@HF. org Customer Service – Broker Support Line Local: 321. 434. 4945 Toll Free: 877. 693. 6489

Thank You! Please continue to the next Module: Module 9 – Small Group Quoting Tool