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