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Agent Portal

Training & Orientation

Video Training

Please view the videos below.

New Health Compass Program

Auto Enrollment

Health Compass Training

New Platform Orientation

Sample Payroll Details & Eligibility Reports

Please click on each thumbnail to view the sample payroll details to upload on behalf of clients
as well as an example eligibility report that will be sent back to each client by Health Compass after review.

Sample Payroll Details

Eligibility Report Checklist

Click on image to enlarge.

Sample Client Eligibility Report

Sent to the client by Health Compass after review of all documents.

Sample Mass Mutual Deduction Report

Click to view a Sample Deduction Report.

Client Enrollment Process Flow Chart

The Flow Chart Below Outlines the steps agents will take to enroll clients.

Offer SB/A CoOp Health Plans

If you are also interested in offering SB/A CoOp Health Plans, contract with the SB/A CoOp using the link below: