More time for
your clients
Less back-and-forth
Bring better benefits to the businesses you work with. One place to get approved, prepare their setup, and keep every next step moving.
Here’s what needs your attention today
Get set up once
Create your profile and upload your credentials. See exactly what’s been received, reviewed, or needs an update.
Bring your businesses
Prepare a benefits setup with a contribution and cost preview. Invite the employer to review and approve it.
Stay one step ahead
Follow each client’s progress and keep your documents current, with the Smart Health team available when you need a hand.
A simple start to
a better partnership
You can save your application and return when your documents are ready. Our team reviews your credentials before enabling client setup.
Start your application →Insurance license
Your NPN and current license for each state you plan to work in.
E&O insurance
Your current errors and omissions certificate or declarations page.
Signed W-9
For the agent or agency that will receive commission payments.
We’ll coordinate the partner agreement and any additional requirements during review. Commission terms are confirmed separately.
A few things to know
Can I apply as an independent agent?
Yes. Use your legal name if you do not work through an agency. Your tax document should match the intended payee.
What happens after I apply?
You’ll see your application status and any requested changes in your workspace. Our team reviews your license, E&O coverage and tax document, and confirms your agreement and applicable product requirements.
Will I have to send my clients to another portal?
You prepare and track the business setup in Smart Health. Employers approve their own setup, and employees complete their own enrollment steps. Where a provider requires a separate secure signature or enrollment action, we make that next step clear.
Do I need Medicare or Marketplace certifications?
This application is for Smart Health’s current business benefits offering. Medicare or Marketplace training is only relevant if you will offer those products; our team will confirm any product-specific requirements.