Tools and Resources

Agent Resources

Use our agent tools and resources to help you make sales and support your clients.

Two coworkers leaning against windows


Find everything you need

Browse, download, and print enrollment forms, change forms, and other useful documents.

Voluntary benefits tools

Help clients communicate

Give your clients the tools they need to share available enrollment dates and locations. We have videos, intranet banners, email templates, and more.

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Dr Ronald Kessler

Agent webinars

Grow your knowledge

Our webinars cover industry topics that matter to you and your clients and are structured to deliver meaningful, timely and relevant content in brief and engaging format.

A commitment to moving healthcare forward

Get small business plan summaries

Download medical plan summaries for products in your area.

Find a plan summary (link opens in new window) 
A healthy outlook on business

Customize your clients’ applications

In many states, agents can use our online tool to create customized applications.

Start the Application Builder (link opens in new window) 
Find our sales offices

Find our sales offices

Our sales offices nationwide bring you the services you need, when you need them.

Contact us