Individual/Family:

Fixing the Family Glitch

Presentation on “Fixing the Family Glitch”

Uploading an RFI from Broker Portal

How to upload an RFI

Agent of Record (aor)

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

Guide for RFI

This guide provides step by step instructions on the request for information.

Help on Demand

Help On Demand Guide on Managing Referrals.

How to make a payment through the Consumer Portal

A step by step guide on how to make a payment through a consumer portal.  

Printable Marketing Material

A customizable and printable marketing flier that agents and brokers can give to consumers with their business contact information (looks best when printed in color).

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.

Self Help Guides &  Tip Sheets:

Broker Portal Demo Updating your Profile

This short recording is a demonstration on how to update your profile.  Remember to use the password beWellnm23!

Broker Portal Demo Adding a New Member

This short recording is a demonstration on how to add a new member.  Remember to use password beWellnm23!

Broker Portal Demo Adding an Existing Member

This short recording is a demonstration on how to add an exiting member.  Remember to use password beWellnm23!

Broker Portal Profile & Identity Proofing

This quick guide provides the steps with visuals to help ensure access to your broker portal. 

How to cancel health enrollment

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

How a Broker Changes Their Email Address

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

Authorize me as your broker form

This guide allows the consumer to authorize you as their broker.

200% FPL Training

This guide addresses the 200% Federal Poverty Level.

2023 New Broker LMS User Guides

This 2023 guide is LMS Certification Navigation for plan year 2023.

2023 Returning Broker LMS User Guides

This 2023 guide is for Returning Brokers LMS Certification Navigation for plan year 2023.