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
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.