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    Prospective Brokers

    Become a Sutter Health Plus Broker

    Thank you for your interest in offering Sutter Health Plus! We look forward to partnering with you in offering your clients another choice in the marketplace.

    Agency Appointment Steps

    Step 1: Download the following documents:

    • Agency Application
    • Agent Application
    • Business Associate Agreement
    • Direct Deposit Enrollment Form
    • Sutter Health Plus Solicitor Firm Agreement

    Step 2: Email the following documents to shpbroker@sutterhealth.org:

    • Signed agreements from Step 1 above
    • A copy of the agency and agents’ current California Life/Health Agent licenses
    • A copy of the agency’s W-9
    • A copy of the agency’s Errors & Omissions (E&O) insurance certificate

    Step 3: You will receive an email for each agent to complete the Sutter Health Plus Compliance, Privacy and Fraud, Waste & Abuse training.

    Step 4: Upon completion of the compliance training, the agency will receive a completed Sutter Health Plus Solicitor Firm Agreement. Each agent will receive a Sutter Health Plus Broker Certificate along with their assigned Sutter Health Plus Agent ID number.


     

    Individual Agent Appointment Steps

    Step 1: Download the following documents:

    • Agent Agreement
    • Agent Application
    • Business Associate Agreement
    • Direct Deposit Enrollment Form 

    Step 2: Email the following documents to shpbroker@sutterhealth.org:

    • Signed agreements from Step 1 above
    • A copy of the agency and agents’ current California Life/Health Agent licenses
    • A copy of the agency’s W-9
    • A copy of the agency’s Errors & Omissions (E&O) insurance certificate

    Step 3:  You will receive an email for each agent to complete the Sutter Health Plus Compliance, Privacy and Fraud, Waste & Abuse training.

    Step 4: Upon completion of the compliance training, the agency will receive a completed Sutter Health Plus Solicitor Firm Agreement. Each agent will receive a Sutter Health Plus Broker Certificate along with their assigned Sutter Health Plus Agent ID number.

    At Sutter Health Plus, we put a high value in our relationship with brokers. So much so, Sutter Health Plus has designed its sales force around your needs. If you have any questions about becoming a Sutter Health Plus broker, please reach out to Account Services, weekdays, 8:00 am – 7:00 pm at (855) 325-5200.

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