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.
Become a Sutter Health Plus Broker
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:
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.