Agents Health PlanbyTrusty Health Insurance Agency

You will not lose your place

Let's get you unstuck

Choose the step that matches your screen. Follow it from top to bottom.

Help for your current page

Open the owner account

For: Agency owner

Do this

  1. Keep the code page open.
  2. Find the newest email with the subject Your Agents Health Plan code.
  3. Enter all six numbers within 10 minutes and click Continue.

If it does not work

  • Wait one minute and check Spam, Junk, Promotions, or Other.
  • Use Send a new code and then use only the newest email.
  • Choose Use a different email if the address was typed incorrectly.

Agency owner

Start the group quote

For: Agency owner

Do this

  1. Enter your agency name, your name, and the work email you can open now.
  2. Choose your agency's state and the closest requested coverage date.
  3. Agree to electronic records and click Send my code.

If it does not work

  • Already started? Use Sign in with the same work email.
  • Unsure about the date? Choose the closest option; this does not start coverage.
  • The page will tell you which field needs attention before it sends.
Open the owner account

For: Agency owner

Do this

  1. Keep the code page open.
  2. Find the newest email with the subject Your Agents Health Plan code.
  3. Enter all six numbers within 10 minutes and click Continue.

If it does not work

  • Wait one minute and check Spam, Junk, Promotions, or Other.
  • Use Send a new code and then use only the newest email.
  • Choose Use a different email if the address was typed incorrectly.
Add the people who may join

For: Agency owner

Do this

  1. Keep yourself on the list if you may join.
  2. Add each employee's full name and email, paste two columns, or upload the safe roster.
  3. Fix every highlighted row, then click Invite my team once.

If it does not work

  • The invite button stays disabled until every row has a unique, complete email.
  • Use Continue with just me if no other employees may join.
  • Do not collect or email employees' health answers yourself.
Track completion

For: Agency owner

Do this

  1. Check each person's status: Not started, In progress, or Done.
  2. Use Send reminder when someone needs another email.
  3. Use Fix email when an address is wrong. Then wait for the quote team.

If it does not work

  • A member who lost the link can use Open my employee form on the homepage.
  • Fix email preserves the member's saved work.
  • Owners can see completion only, never health answers.

Employee or family member

Open the private employee form

For: Employee or family

Do this

  1. Use the private link in your email.
  2. Click Send my code and keep the page open.
  3. Enter the newest six-digit code from your email.

If it does not work

  • If you lose the link, open Continue your application and enter your email.
  • If your email does not match, ask the owner to use Fix email.
  • Never send health details or a Social Security number by email.
Pass the private sign-in check

For: Employee or family

Do this

  1. Find the newest Your Agents Health Plan code email.
  2. Enter all six numbers.
  3. Only returning people with saved answers enter the birth date they previously saved.

If it does not work

  • Check Spam, Junk, Promotions, or Other after one minute.
  • Use Continue your application to receive a new private link.
  • If the birth date is rejected, confirm the month, day, and year you originally saved.
Complete the health form

For: Employee or family

Do this

  1. Answer for yourself, your spouse, and children who may join.
  2. Use the words you know. When you answer Yes, add the best dates and details you have.
  3. Click Save and continue. Your place is saved after each answer.

If it does not work

  • If you are unsure, check a medicine bottle or call the doctor; do not guess.
  • You may close the page and return from your private link.
  • For a technical problem, note the question number but do not email the answer.
Review, sign, and finish

For: Employee or family

Do this

  1. Open any section you want to check.
  2. Type your full name as your electronic signature.
  3. Click Submit signed form once and save the receipt number.

If it does not work

  • If a section says it is incomplete, open that section and finish the highlighted answer.
  • Do not close the page while it says Sending.
  • After submission, use Make a change only if the page offers it.

Broker or administrator

Monitor every group

For: Broker or administrator

Do this

  1. Start with Need attention.
  2. Open a group and follow the plain-language next action.
  3. Use Start group for a broker-assisted roster and Files for completed bundles.

If it does not work

  • Search by agency name or group code.
  • A missing group may be under another filter; choose All groups.
  • Do not ask owners or employees to email health answers.
Start a group for an owner

For: Broker or administrator

Do this

  1. Enter the owner's agency, name, email, state, and requested date.
  2. Upload the safe CSV containing names and emails only.
  3. Confirm the count and click Start quote and email once.

If it does not work

  • Download the safe roster template if the file is rejected.
  • Fix every listed row in the source file, then upload it again.
  • Nothing is sent until the final button is clicked.
Move a group forward

For: Broker or administrator

Do this

  1. Read Current status and the next action first.
  2. Check forms done, forms due, and reminder timing.
  3. Use Advanced controls only when the automatic workflow is truly stuck.

If it does not work

  • Do not reopen or restage files simply to refresh the page.
  • Record the reason for every deadline, pause, or rebuild change.
  • Use the activity list to confirm what already happened.
Deliver the completed bundle

For: Broker or administrator

Do this

  1. Find the group code and confirm the file says In Google Drive.
  2. Use the restricted Drive folder as the primary handoff.
  3. Use Download backup only when the approved Drive route is unavailable.

If it does not work

  • If the file says Needs a fix, return to the group before sharing anything.
  • Confirm the approved TPA account can open the folder.
  • Never forward a bundle to an unapproved personal email.

Still stuck? We will help.

Tell us the page and the message you see. Include your group code if you have one.

Do not email health answers, medical details, passwords, login codes, or Social Security numbers.

Email support

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