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

Use the menu on the left to explore:

• Email Templates – Pre-written client communications you can copy, customize, and send

• Broker Tools – Helpful worksheets, census templates, calculators, and tracking tools

• Technology Platforms – Links and login info for BAP, HealthSherpa, enrollment portals, and more

• Carrier Forms – Key forms organized by carrier, including enrollment, change, and waiver forms

• Document Library – General reference materials like plan grids, disclosure forms, and PDF guides

We’ll continue to expand and update this section as new tools become available—so be sure to check back often.

If you’re looking for something specific and can’t find it, reach out to your JME contact. We’re happy to help.