Agent/broker contact information
Agent licensing
- Onboarding assistance & appointment status
- General contracting questions
- Ready-to-sell requirements
- License, E&O and certification updates
Application status
- Enrollment verification
- Application status
- AOR validation
Material request
- Product information
- Open enrollment
All other inquiries
- General support assistance
- Softheon Marketplace portal (access required exchange user ID and troubleshooting)
- Agent/broker portal (access required)
- Website navigation
Commission assistance
- Commission questions
- Statement portal access and review
- Agent of record change requests
- FMO affiliation changes