What Can You Do in the Secure Section of the Agent Connection?

 

Access Tools and Information Manage Your Clients
  • Get CBIA product information
  • Access plan summaries
  • View rates
  • Detailed benefit grids
  • Certificates of Coverage
  • Plan Lookup by Zip plan locator
  • Carrier links
  • Download forms
  • Request supplies
  • Agent Updates
  • Choiceware quotation tool
  • Monitor your commissions
  • Link to WebCE
  • View case-specific rates, plan designs and enrollment
  • View your clients’ monthly bills and payment history
  • Download pre-filled enrollment forms
  • Create custom HRA plan documents
  • Create custom Section 125 documents
  • Get copies of renewals
  • Monitor service requests
  • Add new dependents
  • Add/terminate/change benefits
  • Change employee information
  • Terminate employees
  • Reinstate employees
  • Access Administration Manual

 

If you would like access to the secure section of CBIA's insurance agent website, please call CBIA Account Management at 860.244.1900.