Dear Valued Broker,
We'd like to remind you that our system upgrade will be going live on Monday, June 28. We're excited about the ways in which our new system will help us enhance the service experience for all of our customers and stakeholders!

Don't forget that when you log in to the new portal for the first time after we go live on June 28, you will need to update your password. You will be receiving an email with a temporary password once the new system is live (expected June 28). The email will be going to the email address associated with the account. You will need this temporary password to log in and reset your password. Please note that clicking Forgot Password will not allow you in the system, you will need to use the temporary password at initial log in. The email will come from Please be sure and check your Spam or Junk Email folders if you don't see the email in your inbox. If you do not receive the email with the temporary password and are unable to log in to the new system, please contact or your sales executive.

List of Changes After the System is Live

Portal and Web Access
The employer and broker portals will have an updated look and feel. Watch this video for an overview on the broker portal. Watch this video for an overview on the employer portal. Watch this video for an overview of the website.

An additional change brokers and groups will see with the new system will be the way in which reports are received. Reports will still be triggered in the portal, but they will then be emailed in near real-time to the email address with which you logged in to the portal and is associated with the account.
  • The requested reports typically only take a few minutes to arrive in the inbox.
  • The email comes from
  • The subject of the email contains the group name and report type. The body of the email contains the report name.

Account Structure
Learn more about account structure with this guide or watch this video. Click here to view a sample fully insured bill and here to view a sample self-funded bill.

Billing Calendar
Billing dates will be changing for groups. Review the billing calendar to understand how these changes will impact groups.

Premium Tier Rates
We're moving to the standard five-tier rate structure. Click here to view how the tier rates will be mapped. 

We appreciate your patience as we adapt to the change. For more detailed information about the system upgrade please visit, email, or contact your sales executive. 

Devin Farrell
Director of Sales Strategy and Provider Relations