Simply Healthcare - Resources and Tools
Administrative Tools (coming Soon) – assistance in managing your book of business and helping your clients
Application submission - applications must be submitted the same day they are written. Review the process here.
Commissions (coming Soon) – tools to help you monitor commissions and make corrections
Compliance Policies & Procedures - you will find all the policies and procedures that should be reivewed annually in this area. Compliance policies should be reviewed annually between Jan 1st and March 15th
Contracting – do you or someone you know want to get contracted with Bishop Marketing/Plan Advisors? You will find what you need right here.
Errors & Omissions Insurance - an E&O insurance plan designed exclusively for agents working with Plan Advisors
Important Phone Numbers & Contacts - you can find the major important phone number and email addresses you may need right here!
Marketing Tools & Supplies - resources that will make it easier to market compliantly to potential clients
Sales Resources – tools to assist you in understanding benefit plans, presenting plans to clients and enrolling them as beneficiaries
Training/Certification - all the information you need to become certified and to stay a compliant sales representative