Step-by-Step Guides
1. Complete New Agent Onboarding Application
This guide provides a comprehensive step-by-step process for completing the new agent onboarding application. It covers all necessary forms, documentation requirements, and submission procedures to ensure a smooth onboarding experience.
Complete the Application
2. Becoming a Sub Agent to an Agency
This guide teaches how to join an agency as a sub agent. It details the steps required to submit your application, gain approval, and start working under an established agency.
3. Submit Application Assistance Request With Community Health Choice
This guide helps you submit an assistance request for your application with Community Health Choice. It includes detailed instructions on how to fill out the request form and track its progress.
4. Add Principal Agent in Application Step-by-Step
Follow this guide to add a principal agent to your application. It outlines each step in the process, ensuring you accurately complete and submit the necessary information.
5. Add Sub Agent in Community Health Choice
This guide walks you through the process of adding a sub agent within Community Health Choice. It provides clear instructions to help you manage and submit sub agent details effectively.
6. Add Sub Agent Info & Complete Application
Learn how to add sub agent information and complete the application process with this guide. It offers a detailed walkthrough to ensure all required fields and documents are accurately completed and submitted.
7. Complete Re-Credentialing for Guide
Use this guide to navigate the re-credentialing process smoothly. It covers each step from updating your credentials to submitting the re-credentialing application, ensuring compliance and timely approval.
8. Initiating Annual Re-certification Restrictions
This guide explains the restrictions and requirements for initiating annual re-certification.
9. Create User Accounts
Follow this guide to create user accounts on the broker portal. It includes step-by-step instructions for setting up and managing new user profiles efficiently.
10. Navigating your Account
This guide helps you navigate your broker portal account with ease. It overviews key features, settings, and tools to manage your account effectively.
11. Upload Additional Documents for Application
Learn how to upload additional documents required for your application with this guide. It outlines the document upload process, supported file types, and tips for ensuring successful submission.
12. Update Agent Demographics – E&O
This guide assists you in updating your agent demographics, including Errors and Omissions (E&O) insurance information. Follow the steps to keep your profile current and compliant.
13. TERMINATE AGENT OR AGENCY
Use this guide to terminate an agent or agency relationship. It provides clear instructions on how to initiate and complete the termination process within the broker portal.
