Broker Appointment forms
We work with many of the country’s most prominent health insurers and benefits organizations, and we make it easy for you to begin your new appointment paperwork with each.
Click below to access the required forms or links used by each of our carrier, health plan, or administrator partners.
- Carrier
- Word Documents
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Aetna
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Anthem
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Register here to begin the appointment process: Onboarding Appointment Process
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Blue Shield
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Blue Shield Producer Agreement, Ref. 288591 2025, Updated 6/24/2025 (pdf)
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CaliforniaChoice
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CHOICE Administrators Agent Agreement, Updated 4/29/2020 (pdf)
CHOICE Administrators Schedule of Commissions, Updated 4/29/2020 (pdf)
CHOICE Administrators Agent Agreement, CA0130, Updated 5/21/2021 (pdf)
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Health Net
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Health Net Broker Contracting, Account Registration, Updated 4/29/2020 (pdf)
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Health Net Appointment Process, Document 1, Updated 4/29/2020 (Word File)
Health Net Appointment Process, Document 2, Updated 6/25/2025 (Word File)
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Kaiser Permanete
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Kaiser Permanente Broker Essentials Guide, Updated 4/29/2020 (pdf)
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Kaiser Permanente Appointment Process, Document 1, Updated 4/28/2020 (Word File)
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MediExcel Health Plan
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Prominence Health Plan
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To request an appointment, please send a request to PHPSalesTeam@uhsinc.com. Please specify if you are requesting an appointment as an individual agent or as an agency, and provide your name and contact email. Prominence will then send an appointment link to MyAgent World to complete the necessary paperwork.
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Sutter Health Plus
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UnitedHealthcare
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Appointment Process
UnitedHealthcare Agent Appointment Process, Updated 6/25/2025 (Word File)
Count on your Word & Brown representative to answer any questions you have about the forms needed to get a carrier, health plan, or administrator appointment. Reach out today via phone or email.