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.