Forms
Broker Appointment Application
Online Fillable Form
Broker Forms & Documents
Welcome to our library of broker forms and documents to help you sell our products, update information for a current client or onboard a new group. If you can't find what you're looking for, please feel free to contact us.
Direct Deposit for Brokers
Online Fillable Form
Request For Proposal
Online Fillable Form
Request Individual Plan Broker URL
Online Fillable Form
Individual & Family Enrollment Application
Downloadable Form
Enrollment Kit: 2-9 Enrolled Employees
Downloadable Form
Enrollment Kit: 10+ Enrolled Employees
Downloadable Form
Enrollment/Change of Status Form
Downloadable Form
Generic Enrollment Spreadsheet - Dental/Vision
Downloadable Form
Request/Change BMT Agency and/or PT Administrator
Online Fillable Form
Additional Resources & Documents
Benefit Manager Toolkit User Manual
Informational Document
BMT Agency Admin Registration Instructions
Informational Flyer
BMT User Registration Instructions
Informational Flyer
BMT: Making a One-Time Payment
Informational Document
Commercial Growth Contact Sheet
Informational Flyer
Producer Toolkit User Manual
Informational Document
Seasonal Incentives Program
Informational Flyer
Small Business Unit Contact Cheat Sheet
Informational Flyer
Producer Toolkit (PT) Demo Videos
Set Up
Manage User Admin Profile Info
Commission, Documents and Book of Business
Benefit Manager Toolkit (BMT) Demo Videos
Navigating BMT
Adding a New User
Adding a Member
Adding a Dependent
Modifying a Member
Terminating a Member
Reinstating a Member
Making a One-Time Payment
