Broker Portal Support Materials

You will find training and support materials to support your needs here.  For more information or questions, call your sales representative or Employer Sales at 716-631-8072 or 1-800-755-5802, option 4.

Training Materials

• CPQ On Demand Broker Portal User Guide
• Tip Sheets

Support Materials

• Delta Dental
• Enrollment Kits
• Physician and Facility Listings
• Health Equity
• Product and Rate Grids
• Sell Sheets
• Tools and Forms
• Value Adds
• HRA/FSA Administration 
• National Network
• Pharmacy Tipsheets
• 2024 Small Group Benefit Summaries
• 2024 Small Group Summary of Benefits and Coverage (SBCs)
• 2024 Individual Pediatric Dental
• 2024 Individual Benefit Summaries
• 2024 Individual Summary of Benefits and Coverage (SBCs)
• 2025 Small Group Benefit Summaries
• 2025 Small Group Summary of Benefits and Coverage (SBCs)
• 2025 Individual Benefit Summaries
• 2025 Individual Summary of Benefits and Coverage (SBCs)