YOUR PARTNER IN SMARTER HEALTH COVERAGE

EMI Health Brokers

Interested in selling with us?

Whether you're new to EMI Health or already appointed, this page connects you to everything you need—from onboarding to tools that help you serve your clients.

RESOURCES

Learn More About Selling EMI Health Products

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NEW | Group Quoting Checklist
FREQUENTLY USED MATERIALS

Onboarding Groups

Forms, Templates, and more

Quoting
Quoting Checklist: Download
Group Risk Evaluation Form:  Download
Individual Health Questionnaire: Download
 
Enrollment
New Sold Group Submission:  Download
Mesa:
Mesa Portal Guide (Booklet): Download
Mesa Portal Access Request Form: Download
Paper:
Paper Enrollment Upload Instructions (Video): View
Spreadsheet:
Spreadsheet Instructions: Download
Spreadsheet Template: Download
Other:
ACH Setup Instructions: Download
HSA/HRA Enrollment Application:  Download

Arizona

Arizona Group Application:  Download

Arizona Group Plan Management Guide: Download

Georgia/Texas

Georgia:
Georgia Group Application: Download
 Georgia Group Plan Management Guide:  Download

 

Texas:
Texas Group Application: Download
Texas Group Plan Management Guide: Download

Utah

Utah Group Application: Download
Utah Group Plan Management Guide: Download

Brokers Selling EMI Health Individual & Family Plans

We make it easy to take care of your clients, so you can take care of your business.

When you sell EMI Health Individual and Family Plans, you’re helping to bring affordable, quality care options to every customer.

We keep costs down and satisfaction up by partnering with leading dental, vision, and telehealth providers to deliver quality, affordable health care.

As a broker for EMI Health Individual and Family Plans, you’ll get:

  • Competitive commissions paid each month
  • A broker support team including billing, enrollment, and account support
  • A portfolio of dental, vision, and telehealth plans, making it easy to attract customers and sell
  • The confidence knowing you’re working with a company who has 90+ years of experience and always puts its customers first 
 
Grow Your Business in These States
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FREQUENTLY ASKED QUESTIONS

Onboarding Direct Plan Members

Getting Started with Broker Portal

Step 1: Get Appointed
Before you can access EMI Central (formerly the Broker Portal), you’ll need to become appointed with EMI Health. Our enrollment team will:

  • File your license with the appropriate state(s)
  • Assign you a unique broker number

Step 2: Watch for Your Welcome Email
Once appointed, you’ll receive a welcome email with your EMI Central login credentials and setup instructions.

Step 3: Enroll Clients Through EMI Central
After logging in:

  • Click the “Enroll Individual” tab at the top of the portal
  • Select your licensed state from the dropdown
  • You’ll be directed to a page with that state’s EMI Health plan options

Even though the enrollment page resembles our public site, the URL is tied to your broker account. All enrollments through this page will be tracked and credited to your book of business.

 

Resources for Direct Plan Members

Resources for Brokers

Waiving Waiting Periods

To request a waiting period waiver for your client, please submit a Certificate of Prior Coverage with the following information:

  1. Coverage start and end dates
  2. Names of individuals covered (must match the enrollment timeline)
  3. Plan name and carrier — the certificate must be:
    • On the carrier’s letterhead, or
    • In an official email from the prior carrier

Send documentation to:
📧 individualbrokers@emihealth.com

We’ll waive applicable waiting periods based on what the prior coverage allows. Each case is reviewed individually.

BIG PICTURE

Create impact with real data

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Results
Results
DETAILS

Customize metrics to create your story

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LEARN

Align marketing metrics with revenue

EBOOK

Get our free ebook on how you can level up your B2B SaaS content marketing

Get our free ebook on how you can level up your B2B SaaS content marketing

TESTIMONIALS

What our customers say

“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”

“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”

“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”

One tool for all your metrics