Broker Appointment Process

Below are the links and documents required to become appointed with B&P’s carriers. If you have any questions about the process, please reach out to your B&P Sales Rep and they can help you through the process.

• Aetna
• Anthem Blue Cross
  
  • Producer Toolbox
  • Step-by-step Process
  • If you are affiliated with an FMO, EMO, or MGA agency, contact the agency directly to begin the appointment process.
• CaliforniaChoice & ChoiceBuilder
• Cigna + Oscar
  • All broker appointments are submitted online via Cigna + Oscar's broker portal. See Cigna + Oscar's broker appointment instructions for more information.
• Covered CA for Small Business
• Delta Dental
  • There is no broker appointment paperwork to complete for Delta Dental. All necessary information is asked on the Employer Application. In addition, you can apply for appointment online. You will be notified via email once this process is complete.
• Guardian
  • Please email Langley Binion at [email protected] with your Social Security number, Legal name, and email. She will send you a personalized link to complete the appointment paperwork.
• Health Net
• Humana
  • Please contact your B&P Sales Rep or [email protected] with the following information:
    • Email
    • Agency name
    • Legal name
    • License number
    • National Producer Number (NPN)
  • B&P will submit the information to Humana and Humana will send a personalized link to the broker for them to complete a 15-minute application.
  • The broker will be appointed within 72 hours after they pass a background check.
• Kaiser Permanente
• MetLife
• Principal
  • Appointment Packet
  • Appointment Direct Deposit Form
• UnitedHealthcare
  • New Producer Licensing & Appointment Checklist
  • Instructions for Application to Sell UnitedHealthcare Products
  • Agent/Agency Agreement
• VSP
  • The broker appointment process will happen with a broker's first completed Employer Application when they will submit a copy of their license. VSP's Underwriting will forward the information to their commission department who will begin the appointment process. They will send necessary paperwork for the broker to sign. Commissions will be paid once the appointment is completed.