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How To Register As A Preferred Agent

If you have not already registered yet, take a moment and do so now.

Click on 'Agent Signup' and you will be taken to our Agent Signup Form.  It's free, and takes only a minute or less to fill out and submit.
 

WHAT HAPPENS NEXT

Once registered, you’ll receive an email from us with several important pieces of information that you will want to save.  This will include:

  1. Your assigned Broker ID:
    • Allows us to track your HSA commissions.
       
  2. Your unique online enrollment link:
    • Using this link will automatically populate your ID on all online enrollments.
    • Enables client tracking and generates the activity report that is mailed monthly with your referral check.
    • This link can be placed on your website or sent directly to your clients in an email.
       
  3. Custom HSA Application:
    • PDF format with fillable boxes containing your name and Broker ID.
    • Can be placed on your website for downloading and printing.
       

BENEFITS TO PREFERRED AGENTS

First and foremost, we are sincerely dedicated to serving our agents and helping your clients achieve the maximum benefits of an HSA.  We know a positive HSA experience for your clients creates loyalty, renewals, and can provide a never-ending stream of referrals. 

With us, getting involved in HSAs can be simple and easy.  We provide a seamless, turn-key program that allows you to provide all the benefits of an HSA without the cost, time, or expertise.  Below are some of the highlights:

  • Customized Turn-Key HSA Solutions
  • Latest Technology and Security (HIPAA/PCI Compliant)
  • Web-based Forms and Activity Reports
  • Live, Knowledgeable HSA Specialists
  • No Phone Trees or Voicemail
  • Free! Comprehensive Training and Assistance
  • Free! Marketing, Educational, and Enrollment Materials
  • Free! Sales and Marketing Tools and Strategies
  • Total Client Privacy
  • No Cross-Selling Insurance Products
  • Highest Commissions in the Industry
     

MORE QUESTIONS

If you have any questions, please don't hesitate to contact our office and we would be happy to help you!

CONTACT US FOR FURTHER DETAILS:

AGENT SIGN UP:

  • Like what you see?  Please take a few minutes to register as an agent.  We look forward to meeting you and working together!

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