What You Need To Know
Our series of Quick Reference Guides summarizes what you need to know to help you more effectively manage your business, answer client questions, and get your cases approved quickly.
Account Management Guide
Our Account Management Guide provides answers to frequently asked, carrier-specific coverage and plan questions concerning claims, search tools, SBCs, Broker of Record changes, and much more.


ACA Quick Reference Guide
This comprehensive, reader-friendly guide covers the ACA Employer Mandate, California Mandate, Applicable Large Employers (ALEs), Minimum Essential Coverage, minimum value plans, “affordability” calculations, full-time equivalent employee calculations, and more.
ACA Affordability Guide
A companion to the ACA Quick Reference, this guide offers an in-depth look at setting affordability for plan years in 2021. It’s a great resource for your ALE clients.


Underwriting Quick Reference Guide
Our series of Underwriting Quick Reference Guides can help you determine your group's eligibility requirements and expedite your case approval.