Section · 3 guides
Broker
Enroll patients and employer groups, record payments, and manage broker resources.
Guide
Broker Portal: Getting Started and Navigation
The Broker Portal is the secure workspace for brokers and agents to manage partner onboarding, enroll individuals or employer groups, review plan information, use broker resources, commun…
GuideEnroll an Individual Patient in the Broker Portal
Use this SOP to create one accurate individual enrollment in the Broker Portal, collect the required plan deposit when applicable, and verify that the person appears in the broker’s book…
GuideEnroll an Employer Group and Record a Broker Payment
This SOP covers two related but role-separated workflows: a broker or agent enrolls an employer client under Businesses, and an authorized besa administrator records the broker commission…