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 Protal

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. 

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.

Broker Flyers

Customizable and printable marketing flyers that agents and brokers can give to consumers with their business contact information.


Need Health Insurance?

HSA and HRA Information:

Are you considering High Deductible Health Plans?  Interested in setting up a Health Savings Account (HSA).  An HSA is an account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses.  Learn more about HSA & HDHP.

Considering Health Reimbursement Arrangements (HRA’s)?  The individual coverage Health Reimbursement Arrangement (HRA) is a specific account-based health plan. Learn more and what to consider when selecting a health plan.