Kaiser Permanente Account Type

Kaiser Permanente offers different types of accounts for brokers, primarily focused on group health plans. The main account types include:

• Broker Account: This account allows brokers to manage their clients' group health plans, view group information, manage membership, and access group documents like contracts and premium statements. Brokers can have multiple online users assigned to the account, enhancing collaboration and efficiency.

• Client Group Account: This account is specifically for client groups, enabling them to manage their health coverage and access important documents. It is designed for group-level administration and does not allow individual employees to manage their open enrollment through the platform.

Kaiser Permanente Broker Account Opening Process

To open a broker account with Kaiser Permanente, follow these steps:

• Eligibility: Ensure you are a licensed and appointed broker. As of November 2021, brokers have expanded access to their groups without requiring delegation.

• Registration:

• Visit the Kaiser Permanente broker portal at account.kp.org.
• Click on the “register” button and select your region from the drop-down list.
• Provide your personal and license information, including details about your brokerage firm.

• Access Code: If you have received an access code from the primary group administrator, log in to the portal and enter the code to gain access to your account.

• Delegating Access: If others in your firm need access, the primary group administrator can grant basic access to view the book of business information or request additional access for managing members.

• Documentation: Complete the necessary documentation, including a copy of your state insurance license and any other required supporting information.

• Approval: Once submitted, your application will be reviewed, and you will receive confirmation of your account status.

By following these steps, you can successfully establish your broker account with Kaiser Permanente and begin managing your clients' health plans effectively.