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Brokers and consultants

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Help your clients maximize employee benefit offerings and manage risk in health care claims.

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Solutions

Browse ways you can work with Optum Financial and continue to serve as a trusted advisor to your clients,
simplifying employer administration and maximizing employee benefit offerings.

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Is BROKERcommand right for your business?

BROKERcommand is ideal for growing, service-based broker firms looking to take their agency to the next level by:

  • Eliminating cumbersome paper
  • Automating account setups
  • Leveraging technology as a service
  • Generating comprehensive proposals
  • Tracking cases and renewals 
  • Accessing data and analytics 24/7
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Related resources

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Stop Loss checklist for ASO-administered groups

Use our Stop Loss checklist for ASO-administered groups to see how your current stop loss policy compares to Optum.

 Download PDF

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Health Finance Journey™ model and 5 Stages Pathways

This article introduces an advanced version of the Optum Financial proprietary engagement tool, the Health Finance Journey™ model and the 5 Stages of Health Saving and Spending, Pathways level.

 Download PDF

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Stop Loss checklist for TPA-administered groups

Use our Stop Loss checklist for TPA-administered groups to see how your current stop loss policy compares to Optum.

 Download PDF