quick reference GUIDEs 

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.

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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.

Download the ACA Guide

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.

Download ACA Affordability Guide

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.

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