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
- Resources
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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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CaliforniaChoice
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CHOICE Administrators Agent Agreement, Updated 7/8/2025 (pdf)
CHOICE Administrators Schedule of Commissions, Updated 4/29/2020 (pdf)
CHOICE Administrators Business Associate Privacy Agreement, CA0130, Updated 7/8/2025 (pdf)
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Health Net
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Health Net Agent Appointment Process
Health Net Agent Appointment Process Instructions
Health Net How To Get Appointed
Health Net Broker Support Line:
Agent/Broker Support (800)909-3447 or (800)488-4411, Opt. 4 -
Kaiser Permanete
- Kaiser Permanente Agent Appointment Process
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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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SIMNSA
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UnitedHealthcare
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.