Broker Support

Do you need help? We're here to support you.

Below you will find the right resources for help with agent of record changes, sign in issues, contact information changes, commission payment questions, appointments, and more.

Have a question, but not sure who to contact? Please email us at one of the addresses listed below and we'll connect you to the right resource.

Question or Issue Who to Contact
  • Sign In Issues
  • Reports to Web Issues — unable to see Commissions or groups

  • Name Change (Provide supporting documents)
  • Agent or Agency Profile/Address Changes
  • Moving Book of Business (i.e. in event of agent termination)
  • AOR (agent of record) Change — Group

Download AOR form

  • AOR (agent of record) Change — Individual Product

Download AOR form

  • Initial Setup of Electronic Payment / Remittance Enrollment Form and 
    View Commissions Online or Changing Bank Information

Learn how to sign up for electronic funds transfer (EFT)

Download EFT form

  • Commission Payment Issues or Questions

Download SF-W9 form

  • Appointment Status
  • GA Transfer (agent transferring from one GA to another GA)
  • Agent Transfer — from one agency to another
  • Termination/Unappointment

For Medicare Agents

  • Sign-In/System Issues
  • Client Research Requests
  • Enrollment Assistance
  • Agency Transfers
  • Commission Inquiries
  • Medicare Appointments, Onboarding & Contracting
  • Annual Medicare Recertification

Request Support

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