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Frequently asked questions

How do I become the new broker of record for a client?

Your client can fax their request for a new broker of record to Broker Compensation Services at 855-KP-PAYMENT (855-577-2963). The request must be on your client’s letterhead and signed by their authorized signatory.

Can I sell a Kaiser Permanente plan in California if I’m an out-of-state broker?

Yes, with the following licenses:

  • HMO — with an out-of-state license that allows you to sell life and health policies. Commissions are payable on the HMO product.
  • KPIC — you’ll need a California life-agent license to sell insurance products, including POS and PPO. Although California allows brokers to sell health insurance with a fire and casualty license, we require a California life-agent license.
Who do I call if I have questions about my commission or rewards statements?

Contact the Broker Compensation Services Department at 800-440-2323, Monday through Friday, 8:30 a.m. to 5 p.m.

How do I update broker information?

Simply fax the update request to the Broker Compensation Services Department at 855-KP-PAYMENT (855-577-2963).

How do I update broker status from firm to corporation?

Fax the request along with a copy of your Form W-9 and license to Broker Compensation Services at 855-KP-PAYMENT (855-577-2963).