Agent Resources


Contracting Request Form

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Certifications & Compliance

Under 65 Products

Marketing & Enrollment Tools

ACA Enrollment Platform / Health Sherpa

Client Data Sheet

The Client Data Sheet/Health Survey links below are a tool for agents to use in collecting client data to assist in enrolling their clients.  This is not a referral tool.  You are responsible to follow all HIPAA compliance in collecting and storing any/all PHI (Protected Health Information).