Broker Support

• 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