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Enhancements to the Broker Plus app make daily tasks simpler

Large Group, Small Group, Individual, National | CO, CT, IN, KY, ME, MO, NH, NV, OH, VA, WI, CA, GA, NY-DOWNSTATE, NY-UPSTATE

We’ve introduced several time-saving enhancements to the Broker Plus app. You can manage client information more efficiently and receive faster answers to your questions. Users can now expect:

  • Access to real-time information. Perform common actions such as confirm application or client status, enroll a member, update the member's information or status, confirm benefits, view invoices, confirm license and credentials, monitor commissions, check appointment status, and reset passwords.
  • Document uploads via live chat. Securely upload files directly from the Broker Plus app for enrollment applications, change forms, marriage and divorce certifications, SSN images and refusal forms, and birth certificates.
  • AI-driven support. Our Producer Assistant Chatbot answers commonly asked questions in seconds.
  • Live assistance. You can also chat with a live agent through the Broker Plus app Monday through Friday, 8 a.m. to 5 p.m. local time.

Download the Broker Plus mobile app today or click on the Producer Assistant Chatbot in Producer Toolbox to discover how we're enhancing your service experience.