Our wholesale services are designed to help you from
Our team will assist you
Carriers →
New Business Checklist: (get from Pam/MTD for deadlines)
Underwriting Guidelines:
Aetna – (PDF) name of carrier is link to website
http://www.aetna.com/insurance-producer/index.html
Anthem – http://www.anthem.com/wps/portal/ahpagent?content_path=agent/va/f1/s0/t0/pw_ad076714.htm&rootLevel=0&state=va&label=Welcome%20Brokers
Carefirst – https://broker.carefirst.com/wps/portal/BrokersAgents
Coventry – http://chcdelaware.coventryhealthcare.com/services-and-support/brokers/index.htm
Kaiser – https://brokernet.kp.org/broker/resources/kpbn_mid/sellplans?WCM_GLOBAL_CONTEXT=#
United Healthcare – https://unitedeservices.com/public/uespublic/launch.jsp
Carrier News & Updates:
Carrier contact list (add Nachell’s carrier/contact list)
Services & Marketing → Generally describe PBGA wholesale
Renewals →
(Forms to be attached here)
Contacts → We have a full service team that is available to assist you from licensing & appointments, rating, sales support, marketing services, escalated issues, new business processing and renewals.
Meet the broker services team:
Laura Chaney, Director of Wholesale Operations
301-458-2146 • Laura.Chaney@potomacbasin.com
Nicole Mattingly, Broker Liaison Specialist
301-458-2167 • Nicole.Mattingly@potomacbasin.com
Ann McDermott, Supervisor of Rating & Proposals
301-458-2147 • Ann.McDermott@potomacbasin.com
Brittany Stephens, Sr. Renewals Analyst
301-458-2184 • Brittany.Stephens@potomacbasin.com
Dawn Wilson, New Business Supervisor: 301-458-2111
dawn.wilson@potomacbasin.com
Quoting → “Link to Health Connect Login” https://pbga.healthconnectsystems.com/