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Broker and Agent Reference Library

The Reference Library is your source for information about census files for quoting, underwriting rules, using our logo and HIPAA.

  • Census Files: Format & Security contains templates and instructions for census files, plus instructions for password-protecting those files for e-mailing. Use these when sending us a census for quoting.

  • Underwriting Rules contains articles and policies regarding our financial and underwriting requirements.

  • Logos and Guidelines contains logos for Web use, plus instructions for using our logo  and a group solicitation letter template.

  • HIPAA Compliance contains what you need to know about the Health Insurance Portability and Accountability Act of 1996 (HIPAA), a federal law standardizing safeguards for members' personal information.


 

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