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Quoting, Application, & Sales Support Info

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The easiest way to quote and have clients fill out applications is through your own Agent Portal.  You must be a contracted agent with HealthAmerica in order to register for the Agent Portal, as well as to write business and receive commission.  Once you’ve contracted, however, you’re ready to begin!

Once registered, you’ll be able to run quotes, email quotes, have your clients apply online, and track your activities, all in one place.

 

In addition, you can easily find participating providers in our network by utlizing our online Provider Search.

Already registered?   Learn more about the Agent Portal:

Agent Portal Tip Sheet
Full Agent Portal Guide

While there are clear advantages to electronic submission, we understand that you may need paper applications and support materials.  Further, there are some materials that are not available through the quote and application tool.  Please see the below forms, materials, and samples list for downloadable, printable documents.

Broker Submission Cover Sheet
PDF
Application
PDF
Pre-Ex Acknowledgement Form
PDF
Request for Cancellation Form
PDF
Bank Change Form
PDF
MRS Authorization Form
PDF
Medical Claim Form
PDF
Caremark Claim Form
PDF
DenteMax Dental Claim Form
PDF
Literature Request Form
PDF
Member Representative Authority Form
PDF
PDP Form - Individual
PDF
PDP Company Agreement 5+ Members
PDF
PDP training instructions
PDF
2009 Application Submission Calendar
PDF
Rx Formulary
PDF
Ways to Submit New Business
PDF
Why HealthAmericaOne?
PDF
Brochure
PDF
Benefit Grid
PDF
Broker Trifold
PDF
Co-op ad sample
PDF
HSA trifold
PDF
Dental Benefit Flyer
PDF
Eye Med Vision Flyer
PDF
Health Equity Custodial Agreement Privacy Notice
PDF
Health Equity Account Authorization Form
PDF
HealthEquity Fee Schedule
PDF
Rate Card - CPA1 - 12/1/09
PDF
Rate Card - CPA2 - 12/1/09
PDF
Rate Card - CPA/SEPA - 12/1/09
PDF
Rate Card - SWPA1 - 12/1/09
PDF
Rate Card - SWPA2 - 12/1/09
PDF
Rate Card - NWPA - 12/1/09
PDF
Rate Card - OH - 12/1/09
PDF
Rate Card - CPA1 - 1st Q 2010
PDF
Rate Card - CPA2 - 1st Q 2010
PDF
Rate Card - CPA/SEPA - 1st Q 2010
PDF
Rate Card - SWPA1 - 1st Q 2010
PDF
Rate Card - SWPA2 - 1st Q 2010
PDF
Rate Card - NWPA - 1st Q 2010
PDF
Rate Card - OH - 1st Q 2010
PDF
Rate Card - CPA1 - 4th Quarter
PDF
Rate Card - CPA2 - 4th Quarter
PDF
Rate Card - CPA/SEPA - 4th Quarter
PDF
Rate Card - SWPA/NWPA - 4th Quarter
PDF
Rate Card - SWPA/OH - 4th Quarter
PDF
Copay 100% $0 $20/$40
PDF
Copay 100% $0 $25/$50
PDF
Copay 100% $1200
PDF
Copay 90% $1000/$2000 OOP
PDF
Copay 90% $1000/$3000 OOP
PDF
Copay 90% $2000
PDF
Deductible 80% $500
PDF
Deductible 80% $750
PDF
Deductible 100% $5000
PDF
QHDHP 100% $1250
PDF
QHDHP 100% $2500
PDF
QHDHP 100% $3750
PDF
QHDHP 90% $1200
PDF
QHDHP 90% $2000
PDF
QHDHP 90% $3000
PDF
QHDHP 80% $1200
PDF
QHDHP 80% $3000
PDF

Didn’t find what you’re looking for? 

Marketing materials, including professionally produced print ads, brochures, trifolds and radio copy, as well as other sales support materials, like the Producer’s Guide to Medical Underwriting, are available through your Account Executive upon request.   

More Information
Please click here to be directed to even more Broker information that is available on our commercial plan site!
 

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