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Resources for Producers

Retail Producer Portal

The Retail Producer Portal is a comprehensive quoting, sales, enrollment and client service tool for the under-65 individual market and all Medicare lines of business. The portal enables you to design and deliver quotes, enroll members, manage prospects and serve and support active clients with a host of features.

Retail Producer Portal Guide Sections

Creating a Proposal/QuoteAdobe PDF

Enrolling Clients in Retail ACA PlansAdobe PDF

Enrolling Clients in Medicare Supplement PlansAdobe PDF

Enrolling Clients in MAPD and PDPAdobe PDF

Managing ClientsAdobe PDF

Using ReportsAdobe PDF

Managing Your Portal AccountAdobe PDF

Registering for the PortalAdobe PDF and Recovering User Names & Resetting PasswordsAdobe PDF

Making Payments as a BrokerAdobe PDF and Training Video

Using Your Express LinkAdobe PDF

Producer-controlled Enrollment Pathway Powered by HealthSherpa

HealthSherpa Platform Training
A Producer’s Guide for PY 2024 On-exchange EnrollmentAdobe PDF
Producer FAQs for PY 2024 On-exchange EnrollmentAdobe PDF

Retail Producer Portal Agent Assisted Enrollment

IllinoisAdobe PDFMontanaAdobe PDFNew MexicoAdobe PDFOklahomaAdobe PDFTexasAdobe PDF

Latest Retail Producer Portal Features

Using the Prescription Drug Plan (PDP) PromptsAdobe PDF
Using the “Enroll Member in Major Medical” FunctionsAdobe PDF

Retail Producer Portal Boot Camp

Watch the online enrollment process from the experts

Retail Client Authorizations In Retail Producer Portal

IllinoisAdobe PDFMontanaAdobe PDFNew MexicoAdobe PDFOklahomaAdobe PDFTexasAdobe PDF


Helpful Links


Blue Access for ProducersSM (BAP)SM

IllinoisMontanaNew MexicoOklahomaTexas

Small Group and Mid-Market Business Tips and Tools

IllinoisMontanaNew MexicoOklahomaTexas

National Insurance Producer Registry

National Insurance Producer Registry’s NPN Look-upLeaving Site

Department of Insurance

IllinoisLeaving SiteMontanaLeaving SiteNew MexicoLeaving SiteOklahomaLeaving SiteTexasLeaving Site

Retail Producer Contacts

IllinoisAdobe PDFMontanaAdobe PDFNew MexicoAdobe PDFOklahomaAdobe PDFTexasAdobe PDF