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Employer-sponsored plan documents

  • 2027 Medicare Advantage Agent Enrollment Checklist

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  • 2027 Medicare Advantage HMO/HMO-POS Star Rating

    A sheet that explains the Centers for Medicare and Medicaid Services (CMS) Star Rating achieved by Security Health Plan’s HMO and HMO-POS plans.

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  • 2027 Medicare Advantage Short Enrollment form

    Use this form to request a plan change from one Security Health Plan Medicare Advantage plan to another.

  • 2027 Prohibited Marketing Practices

    Medicare’s rules on what brokers can’t do when selling Medicare Advantage plans.

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  • Accessing the Employer Portal from Broker Portal

    Step-by-step instructions to quickly access the employer portal from the broker portal.

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  • Broker Commission and Bonus Report - Access Instructions

    Get step-by-step instructions to quickly access both current and past commission and bonus reports

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  • Broker quoting checklist

    A checklist designed to help brokers organize their quotes

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  • Employer Group Broker Administrative Guide Book

    A guide to help you grow your book of business

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  • Employer Group Quote Request

    Complete this form if you’d like a quote for your business

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  • Employer Portal Reference Guide

    A guide to help you navigate the employer portal.

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  • Medicare Advantage Agent Instructions

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  • Medication Therapy Management Article

    Written for employers to use in newsletters/communications to employees

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  • Medication Therapy Management Flyer

    Handout explaining the benefits of MTM for employers

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  • Medication Therapy Management video

    Pharmacist explaining MTM and how it works

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  • Scope of Sales Appointment

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  • Security Health Online Agency Access Request

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