Broker User Training Registration & Contracting

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1 Broker User Training Registration & Contracting

2 Broker Registration Overview Gather Material 1 Gather Personal Information and Certification Material Visit Meritus Web 2 Visit meritusaz.com and Submit Request to Become a Broker Complete Training Setup Tool Access 4 Complete Contracting 5 3 Receive Invitation and Attend Meritus Broker Training Receive and Setup Access to: - Customer Relationship Management (CRM) Tool - Online Sales Portal Tool Receive and Complete Contracting Process Start Quoting and Selling Monitor CRM and Online Sales Portal Dashboards 2 October 24, 2013

3 1 Gather Your Personal Material You will Need: Agent National Producer Number (NPN). Click here for help finding your NPN. Certificate of Insurance for Errors & Omissions (carrier, policy and expiration date) Federally Facilitated Marketplace (FFM) Certification and obtain Certificate of Completion. Click here for help finding your Certificate. AZ License Number. Click here for help finding your License Number. If you are assigning commissions to an agency you will need the Agency Tax Identification Number (TIN). If you are an independent Broker, you can enter your TIN or your Social Security Number 3 October 24, 2013

4 2 Submit Request to Become a Broker Go to the Meritus website, and select Brokers > Sign Up to be a Broker 4 October 24, 2013

5 2 Submit Request to Become a Broker The link will take you to an online enrollment form. Items with a red asterix are required fields. Fill in all required fields and select Create Account Enter your personal NPN number. If you do not know it, click on the link below to use the search functions Enter your AZ Insurance License number, if you do not know it, click on the link below to use the search functions To avoid delays to your registration please upload all requested documents 5 October 24, 2013

6 3 Meritus Training Meritus will hold training sessions. Information for date and time will be forthcoming 6 October 24, 2013

7 4 Receive with Links to Setup Access 3-5 business days after you have attended and completed the Meritus Broker training, you will receive an with several links to sign up for our the Meritus Broker tools. Link 1: Setup your password for access to our Customer Relationship Management system (CRM). 7 October 24, 2013 Link 2: Setup your access to our Online Sales Portal.

8 4 Link 1 - Setup CRM Access Link 1 provided in the you receive is for the CRM tool. CRM is used to manage leads and contact information. https://compasscoopaz.custhelp.com/app/utils/create_account/redirect/ 8 October 24, 2013

9 Login to CRM Once you have this username and password, you can log into CRM using the following link: https://compasscoopaz.custhelp.com/app/utils/login_form/ Bookmark link and use this to login to the CRM Helpful instructions for using this tool can be found here 9 October 24, 2013

10 4 Link 2 - Setup Access to Online Sales Portal From the Link 2 provided in the , you will be taken a log in screen for the Online Sales Portal. Select Register as new Agent or Assistant below the login button. 10 October 24, 2013

11 4 Online Sales Portal Registration Page 1 The first page of this two page process will ask for some basic information. 11 October 24, 2013

12 4 Online Sales Portal Registration Page 2 If you are assigning your commissions to an agency, enter their TIN. If you are an independent broker enter your TIN or Social Security Number Required Enter your personal National Producer Number (NPN) Required Enter NPN Not Required 12 October 24, 2013

13 4 Online Sales Portal Registration Page 3 Enter principal agent s NPN. A principal agent must register prior to sub-producer or Assistant registration. 13 October 24, 2013

14 4 Online Sales Portal Registration Page 4 Enter principal agent s NPN. 14 October 24, 2013

15 4 Online Sales Portal URL Following completion of the registration process you have immediate access to the online quoting and enrollment tool. To log into and access the online quoting and enrollment tool use the following URL. https://enroll.meritusaz.com/ehpportal Bookmark link and use this to login to the Online Sales Portal 15 October 24, 2013

16 5 Once You Have Completed Training to Become a Broker Approximately 3-5 business days following your completion of the Meritus Broker Training, you will receive an with a variety of documents requiring your online signature. From that select View Documents. 16 October 24, 2013

17 5 Receive Contracting Check the I agree to do business electronically with Meritus and select Review Documents 17 October 24, 2013

18 5 Complete Contracting Complete all of the documents. Make sure to sign all documents requiring your signature. Review each page and input the requested data in any boxes highlighted in red. All red boxes and requested documents and must be completed in order to finalize this process. Each page can be viewed by clicking the next button on the left hand side or selecting each page on the right hand side. 18 October 24, 2013

19 5 Complete Contracting Once all fields have been successfully completed a note will appear on the left side of screen. Click the yellow button Confirm Signing A pop up box will appear where you will have the opportunity to download or print the completed application. Once you are finished click the X button on the top right and you will be signed out. 19 October 24, 2013

20 5 Complete Contracting The signed documents are sent back to Meritus for Meritus signatures and approvals. Once this is complete you will receive an with signed copies of all the documents. 20 October 24, 2013

21 Issues and Questions your questions to Meritus Broker Sales Internal Broker Service Team Phone: Toll Free: Broker Portal: meritusaz.com Hours of Operation: 8 am to 5 pm (M-F) Small Group Broker Partner Agency Ridgetop Administrators Phone: Fax: Hours of Operation: 8 am to 5 pm (M-F) Address: 5285 E Williams Circle, Suite 4500 Tucson, Arizona Individual & Family Broker Partner Agency The Oracle Agency, LLC Phone: Fax: Website: Hours of Operation: 8 am to 5 pm (M-F) Address: 2852 S Carriage Lane, Mesa, Arizona Arizona Small Business Association Phone: Fax: Website: asba.com/meritus Address: 4600 E Washington, Suite 340Phoenix, Arizona October 24, 2013

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