Create a Broker Account

 

Admin users can add a Broker account to RI UHIP. Use this guide to set up a Broker account.

 

 

From the Home Page access the Admin Dashboard screen and click on the Add a Broker Account link.

 

To add a Broker account, it first needs to be “primed”. In this context, to prime an account means to prepare it for creation by entering the Broker’s name, certification number, date of certification, agency name and agency certification number. Refer to the Prime Navigator and Broker Accounts user guide  for step-by-step instructions to complete this procedure.

 

 

Process Steps

 

To add a Broker account:

 

1.      Click on the Add a Broker Account link in the Navigator/Broker section on the Admin Dashboard screen.

 

·        The Broker Account Setup screen is displayed.

 

2.      Enter the Broker’s first name in the First Name textbox.

 

3.      Enter the Broker’s last name in the Last Name textbox.

 

4.      Enter the Broker’s certification number in the Certification Number textbox.

 

The Broker information entered in the Broker Account Setup screen must exactly match the information used to prime the account.

 

 

 

5.      Click Next.

 

·        The Confirm Information screen is displayed.

 

6.      Review the Broker’s personal information in the Personal Information section. This information is not displayed to customers.

 

7.      Enter the Broker’s information for display in the Detailed Information for Display section:

 

a.      Enter the Broker’s address in the Address textboxes.

 

b.      Enter the Broker’s phone number in the Phone Number textbox.

 

c.      Enter the Broker’s email address in the Email Address textbox.

 

d.      Enter the Broker’s website in the Website textbox.

 

e.      Enter the Broker’s secondary phone number in the Secondary Phone Number textbox.

 

f.       Check the box(es) to select the broker’s spoken language(s).

 

g.     Check the box(es) to select the Broker’s line(s) of business.

 

8.      Click Next.

 

·        The Confirm Information screen is displayed.

 

9.      Review the information and click Next.

 

·        The Create an Account – What to Expect screen is displayed.

 

10.   Click Begin.

 

·        The Create Account screen is displayed.

 

11.   In the Username and Password section enter:

 

a.      Username

 

b.      Password

 

c.      Re-enter password

 

12.   In the Security Questions section, select three security questions from the drop down menu and enter their answers in the respective textboxes.

 

13.  Check the textbox to acknowledge the User Acceptance Agreement.

 

14.   Check the textbox to provide Consent for Access to Data.

 

15.   Click Next.

 

·        The Verify Your Identity screen is displayed.

 

16.   Review the text on the screen, that reads: “The information you provide here will be checked for accuracy against a database maintained by Experian, a company that also performs credit checks. Please note that your credit will not be checked as part of this secure process. Your information will not be used for any other purpose.”

 

17.   Enter the Broker’s Social Security Number in the Social Security Number textbox in the format XXX-XX-XXXX.

 

18.   Select the Broker’s date of birth from the Date of Birth calendar in the format MM/DD/YYYY or select it from the calendar.

 

19.   Click Next.

 

·        If the Broker’s Social Security Number and Date of Brith are validated against the external data base, three experiencie questions are displayed.

 

20.   Select the radio button to answer the questions. These answers are validated against the Federal Data Hub.

                     

21.   Click Next.

 

·        The Home tab of the Broker Dashboard screen is displayed.

 

Results of the Procedure

 

A Broker account is created in RI UHIP.