Policies and Procedures

Contracts and policies for MNsure-certified brokers. MNsure will release individual policies as they are updated.

Broker-Only Policies and Procedures

Agent of Record Policy (updated 7-2023)
Agent of Record Report (released 7-2017)
Assister Directory Listing (updated 9-2019)
Book of Business Expedited Transfers (released 12-2019)
Book of Business Transfers (released 7-2019)
Broker Certification (updated 9-2019)
Broker Fees (updated 10-2016)
Broker Service Line Policy (updated 1-2023)
Case Status Requests (released 10-2017)
Certified Support Staff Policy for Broker Agencies (updated 2-2024)
Notice of Monitored Broker Performance (updated 9-2019)
Over the Phone Account Creation (released 11-2018)
Password Reset Procedures (updated 1-2023)
Recertification (updated 9-2019)

Assister Joint Policies and Procedures

Joint policies and procedures for all MNsure-certified brokers, navigators and CACs.