Broker Agent of Record (AOR ) Form
Case Association Forms:
Case Status Request Forms:
Compare Plans and Estimate Costs
Report Application Changes
Joint policies and procedures for all MNsure-certified brokers, navigators and CACs. MNsure will release individual policies as they are updated.
Broker-specific policies and procedures
Navigator- and CAC-specific policies and procedures
Privacy Warning and Rules of Behavior (This is a policy for consumers that assisters will need when creating an account for a consumer.)
Policy for assister commitment of business practices
Policy for when and how assisters may terminate a phone call or meeting.
Policy for assisting individuals who are limited in their English language proficiency.
Policy for helping consumers manually set up an account.
Policy for creating an account over the phone.
Policy for assister lead referral and reporting.
Policy for reporting complaints and fraudulent activity.
Policy for when and how assisters should use secure email to protect consumers' information.
Policy for using virtual meeting tools to assist consumers.