Accelerate your Medicare business in 2021 with the Plan Advisors Broker Portal: You’re one-stop-shop for support, resources, and tools to better run your business and serve your clients.
The Broker Portal is exclusively for Plan Advisors brokers, which means you’ll need a special login, provided to you by the Plan Advisors team, in order to access the portal. We will release login information to brokers starting next week, but we wanted to give you a sneak peek today!
What you’ll find in the Broker Portal:
- My Profile
- My Documents
- Get Support
- Explore Resources
Keep reading to learn more about these business centers and see a snapshot of each.
The My Profile section of the Plan Advisors Broker Portal houses the important information we need to know in order to better serve your business. It’s important that this information is complete and up-to-date because when you request support, the portal will automatically share the information in your profile with our team to help us help you.
Upon first logging into the Broker Portal, you will be prompted to fill out your producer (personal) information and business information. You can always go back in the future (and should frequently as your information changes!) to update your profile.
The My Documents section of the Broker Portal houses important business documents provided to you by the Plan Advisors team. Utilizing the My Documents section, you can view and download your important documents.
If you do not have any documents available to you at the moment, you will see a message letting you know.
The Get Support section of the portal is your go-to place for… well… getting support! From questions and client services issues to marketing requests and more, the Get Support section is where you want to go when you need to reach our team for support.
As support needs and opportunities arise, we will continue to update this section with helpful ways to reach out team and get the support you need.
Some of the Get Support Forms:
Business & Administrative
- Get Contracted with additional carriers
- Order Supplies
- Request Carrier/Client Support
- Refer a Client with the Plan Advisors Network
Tools & Technology
- Request Tech/Tool Support
- Register for Broker Connect tool
- Request ProducerMAX Demo
- Download ProducerMAX Mobile App
- Request Marketing Support
- Request Leads
- Request Medicare 101 Presentation
- Request Personalized Email Signature
The Explore Resources section of the Plan Advisors Broker Portal is more than just a resource library. The Explore Resources section is an all-inclusive center for documents, carrier information and resources, tutorial videos, tools, FAQs, articles, carrier communications, and more!
While our team is always here to help, we hope that the Explore Resources section of the portal empowers you to get more done by having what you need right at your finger tips. No more searching through email threads. No more digging through files. No more wondering where to go to get what you need.
Inside the Explore Resources section, you’ll find:
- Broker Connect Resources
- Training Videos
- Additional Question Forum
- ACA & Medicare Carrier Tiles
- All ACA & Medicare Carrier tiles Plan Advisors represents
- Broker Support contact information for each carrier
- Plan Advisors contact information
- More Resources
- More Key Contact information
- State-by-state map with additional state-specific resources and contacts
- Important carrier-specific links
- Important carrier-specific documents
- Search Resources by:
- Category – Service, Selling, Marketing, Commissions
- Resources include:
- Word Documents
- Excel Documents
- Page links
- And more!
- Latest Carrier Communication
- Email Blasts
- Announcements & Updates
And this only scratches the surface of what you’ll find in the Plan Advisors Broker Portal! We look forward to seeing how this new business center supports your business success in the year to come.
If you’re a Plan Advisors broker, register for the Broker Portal here! While the registration process is happening, you can always start a conversation with our team for help with all of your Medicare business needs.