--- title: "Broker portal | Sutter Health Plan" description: "The Sutter Health Plan Broker Portal allows you to view your account roster, commissions, renewals, request billing help and securely manage your business." url: "https://www.sutterhealthplan.org/brokers/portal" --- 1. [Home](https://www.sutterhealthplan.org/) / 2. [Brokers](https://www.sutterhealthplan.org/brokers) / 3. Broker portal ![business-man-looking-at-laptop-while-on-mobile-devidce](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/Images/business-man-looking-at-laptop-while-on-mobile-devidce.jpg?h=2000&iar=0&w=3150) # Broker portal Streamline your work, access key resources and manage your accounts with ease using the Sutter Health Plan Broker Portal — designed for your convenience. [Broker portal sign in](https://www.shplan.org/brokerportal) ![business-man-looking-at-laptop-while-on-mobile-devidce](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/Images/business-man-looking-at-laptop-while-on-mobile-devidce.jpg?h=2000&iar=0&w=3150) **Section menu** - [Brokers](https://www.sutterhealthplan.org/brokers "Brokers") - [Broker portal](https://www.sutterhealthplan.org/brokers/portal "Broker portal") - [Enrolling your clients](https://www.sutterhealthplan.org/brokers/enroll "Enrolling your clients") - [Forms and resources for brokers](https://www.sutterhealthplan.org/brokers/forms-resources "Forms and resources for brokers") - [Brokers](https://www.sutterhealthplan.org/brokers "Brokers") - [Broker portal](https://www.sutterhealthplan.org/brokers/portal "Broker portal") - [Enrolling your clients](https://www.sutterhealthplan.org/brokers/enroll "Enrolling your clients") - [Forms and resources for brokers](https://www.sutterhealthplan.org/brokers/forms-resources "Forms and resources for brokers") ## Safe. Secure. Streamlined. Keep your workflow smooth and your client management simple with the Broker Portal. View account roster 24/7 access to renewal packets See commission  statements Review bills Get account assistance Access client forms ## How to register Getting started is simple. To register, you’ll need at least one active sold account with Sutter Health Plan. The process takes just a few minutes, and your account will be ready in two to three business days. - **Step 1**: Go to [shplan.org/brokerportal](https://shplan.org/brokerportal). - **Step 2**: Enter the following information: - Agent ID (C-XXXXXXXX) - Broker ID (A-XXXXXXXX) - Email address - Phone number - Your name - **Step 3**: Once approved, you’ll receive an email notification to verify your email address, create a username and password, and provide answers to two security questions. ## Broker resources and tools ### Account and plan management Manage your clients, employee rosters, plan changes, and billing support — all in one place. - Account roster - Clients' employee rosters - IFP and small group renewal packets - Plan change inquiries - Terminations and other client updates - Request assistance from Sutter Health Plan - Copies of client premium bills and payment activity ### Documents and resources Access commission statements, plan documents and helpful broker tools. - Commission statements (Excel and PDF) - Combined Evidence of Coverage and Disclosure Form (EOC) - Benefits and Coverage Matrix (BCM) - Summary of Benefits and Coverage (SBC) - Optional benefit plan documents - Common forms - Previous issues of Broker Insights ## Frequently asked questions **Are account rosters organized by the producer or by the brokerage?** 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.  **Can I export my account roster and member roster?** Yes, you can export the rosters in an Excel format. **Can I look up a member ID for my clients?** Yes, you can search for a member ID by member name or by account. **Can I request online assistance?** Yes, you can submit a Service Request for the following: - Billing information - Member plan changes - Member terminations and changes **Can I see my CaliforniaChoice Groups in the portal?** 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. **Can I see individual and family accounts or just group accounts?** 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. **Can I see my commission statements online?** Yes, you can access commission statements through the Quick Links bar. **Can my employer groups see the status of their premium bills in the Employer Portal?** 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 **Can Sutter Health Plan register my portal account over the phone?** 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](tel:855-315-5800). **Does the portal provide access to a complete listing of product summaries?** Yes, they’re listed under “Forms and Resources.” **How do I get my Agent ID?** 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](mailto:shpserviceteam@sutterhealth.org). **How do I get my Broker ID?** 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](mailto:shpserviceteam@sutterhealth.org). **Is the member roster organized by subscribers or individual members?** The member roster is organized at the individual member level. **What are the username and password requirements?** 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.   **What details can I find in the account roster?** Your account roster displays: - Account effective date - Account ID - Account name - Account type - Plans offered - Status **What information is in the member roster?** 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 **What is my Broker ID and Agent ID?** 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. **What happens if I forget my username or password?** 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. **What happens if I forget my security question?** You can call Customer Service at [855-315-5800](tel:855-315-5800) for help with a password reset. ## We’re here to help Customer Service can help answer your questions about enrollment, benefits, portal access and more. ### Message us  Submit a secure message and we’ll contact you within five business days. [Complete the form](https://feedback.sutterhealth.org/f/136895/8368 "Complete the Form") ### Call us Call 855-315-5800 or TTY 855-830-3500, weekdays: 8:00 am – 7:00 pm. Call [855-315-5800](tel:+18553155800) ### Email us Email shpserviceteam@sutterhealth.org with details about how we can help you. 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