Broker Resources

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2024 BeWellnm Kickoff Meeting Presentation

Broker Portal Resources

Broker Portal Registration Guide

This guide provides steps on how to register for the Broker portal, create a beWellnm ID and profile.

How to Update Email Address in Broker Portal

This quick guide provides the steps with visuals on how a broker changes their email address.

Uploading a Request for Information ("RFI") from the Broker Portal

Step by step guide on how to upload consumer RFI files from the broker portal. 

BeWellnm Broker Enrollment Event Form

Appointment Scheduling Tool Guide

Application Walk-Through Guide

Consumer Portal Resources

How to Cancel Health Enrollment through Consumer Portal

This visual guide provides the steps to cancel health enrollment in the beWellnm system.

How to Authorize a Broker through Consumer Portal

Consumer portal guide on how to authorize a broker.

How to Make a Payment through Consumer Portal

A step by step guide to help your clients make a payment through the consumer portal.

Agent of Record (aor) Form

Instructions on How and When to Use the Agent of Record Form.

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