Broker resources
Everything you need to bring a group to MBA TPA.
How to refer a group
01
Request access
Apply for the broker portal.
02
Submit a group
Send eligibility file, current plan docs and claims history.
03
Quote & architect
Plan design, network and stop-loss options modeled for renewal.
04
Implement in 30–45 days
ID cards, member portal and welcome materials at go-live.
Tools available
Funded education
Sales-ready primer comparing fully insured, level-funded and self-funded.
Co-branded leave-behinds
Materials you can put your logo on for client meetings.
Direct line to operations
Once approved, you have a named contact — not a queue.