Broker Portal

Account rosters display all clients associated with your brokerage firm (Broker ID). This allows you to view all accounts for which you are registered within your brokerage, not just those you manage. 

Yes, you can export the rosters in an Excel format.

Yes, you can search for a member ID by member name or by account.

Yes, you can submit a Service Request for the following:

• Billing information
• Member plan changes
• Member terminations and changes

No, CaliforniaChoice groups aren’t available in the Broker Portal at this time. CaliforniaChoice manages its own accounts and handles most customer service needs. For more complex issues, they can work with our Customer Service team.

You‘ll have access to all sold accounts, including individual and family plan (IFP) accounts. Follow these steps to view your IFP accounts through the Broker Portal:

1. Go to Group/Account Search and enter “IFP” in the search field.
2. Click on the Account ID that corresponds with “IFP Standard” or “IFP Child Only” as listed in the Account Name.
3. Under Plan Details, click “View Member Roster.”
4. Click on the Member ID to access Member Details.

Yes, you can access commission statements through the Quick Links bar.

Through the Employer Portal, employer groups can: 

• Access the previous 24 months of account transactions, including adjustments, bills and payments
• See any past due amounts, if applicable
• View and download current premium balances
• View the last payment received by Sutter Health Plan

No. While we can’t register your account for you, Customer Service can help you through the registration process. Call our team at 855-315-5800.

Yes, they’re listed under “Forms and Resources.”

You can find your Agent ID in the “Approval of Appointment” email. If you’re not a contracted agent and still need access to the portal, please email Customer Service at shpserviceteam@sutterhealth.org.

Your Broker ID (“Broker HCC ID”) is located at the top of your commission statement. If you don’t have access to your commission statement, please email Customer Service at shpserviceteam@sutterhealth.org.

The member roster is organized at the individual member level.

Your username:

• Cannot be the same as your password
• Cannot contain spaces or special characters (such as $ % &)
• Must be at least six characters

Your password:

• Cannot be the same as your username
• Must be at least eight characters 
• Must contain at least one uppercase letter, one lowercase letter, one number (0–9) and one special character (such as $ % &)

As an added layer of protection, we’ll ask you to update your password once a year.
 

Your account roster displays:

• Account effective date
• Account ID
• Account name
• Account type
• Plans offered
• Status

Each member roster is associated with the selected account. Your member roster displays:

• Account name
• Account type
• Billing rates
• Date of birth
• Effective date
• Member ID
• Member name
• Plan ID
• Relationship
• Status
• Sub-account name
• Termination date
• ZIP code

Sutter Health Plan creates both IDs.

• A Broker ID is an 8-digit unique identifier for your brokerage firm. Example: A-12345678. 
• An Agent ID is an 8-digit unique identifier for each agent/contact linked to your brokerage firm. Example: C-12345678.

If you forget your username or password, click the “Forgot Username?” or “Forgot Password?” link, enter your account information and answer the security questions. We’ll email you your username or a temporary password.

You can call Customer Service at 855-315-5800 for help with a password reset.