Tools, Technology, and Forms

Welcome to the Broker Toolkit, your one-stop resource hub for everything you need to efficiently sell and manage health plans through JME.

Whether you’re quoting a new group, helping an individual enroll, renewing an existing client, or troubleshooting a service issue, this section gives you quick access to the most commonly used tools, platforms, forms, and templates. We’ve gathered everything in one place so you don’t have to hunt through different sections of the site once you’re familiar with the process.

What You’ll Find Here

We’ve organized the toolkit into the following sections:

• Email Templates – Copy-and-paste language to simplify your client communications

• Tools & Calculators – Helpful spreadsheets and calculators for contribution modeling, participation, and more

• Technology Platforms – Direct access to quoting and enrollment systems like HealthSherpa and Blue Access for Producers (BAP)

• Carrier Forms – Quick links to enrollment, change, and claim forms from BCBSTX, Baylor Scott & White, and more

• Document Library – Includes SBCs, disclosure forms, notices, and compliance templates

• Quick Links – One-click access to frequently used websites and portals

• Carrier Contact Info – Phone numbers and email addresses for carrier support teams

This toolkit is continuously updated. If there’s a resource you use often that isn’t listed here, let us know—we’re happy to add it.