We're excited to share that the remaining Broker Portal Enhancements announced in October are now live and available for use.
As part of our ongoing commitment to creating a more streamlined and efficient experience, brokers can now access additional self-service capabilities designed to make managing business with us even easier.
More functionality. More visibility. More control.
Since the launch of the enhanced Broker Portal, small group brokers have been able to:
- Create and manage prospects directly, then generate quotes for medical, dental, and vision in one place
- Build group structures with default classes and select plan(s) directly
- Download benefit summaries, SBCs and plan comparisons
- Download and email quotes and rate sheets to clients within the system
Building on this enhancement, small group Brokers can now also:
- View and manage their small group book of business in one centralized location
- Proactively submit renewal benefit changes prior to auto-renewals to ensure positive member experience.
These latest enhancements expand the Broker Portal's self-service capabilities, helping brokers simplify key tasks, gain deeper insight into their book of business, and more effectively manage groups from prospect through renewal.
Support resources available
As a reminder, Broker Quick Start Guides (PDF) are now available to support your journey through the enhanced Broker Portal.
If you have questions or need assistance navigating the enhanced functionality, please contact your designated Account Sales Consultant.
Broker Quick Start Guides (PDF)
Get started today
Log in to the Broker Portal to explore the newest enhancements and take advantage of the expanded self-service tools available to help you manage your business more efficiently.
Access the Broker Portal here: Login | Brokers | Univera Healthcare →
Thank You
Thank you for your continued partnership and for the feedback that continues to shape the evolution of the Broker Portal. These enhancements were developed with brokers in mind, and we're committed to continuing to invest in tools and resources that help you better serve your clients and grow your business.
