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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

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Health savings accounts (HSAs) are offered or administered by Optum Bank®, Member FDIC, or ConnectYourCare, LLC, each a subsidiary of Optum Financial. HSAs are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. Fees may reduce earnings on account. Flexible spending accounts/arrangements (FSAs), health reimbursement arrangements (HRAs), Commuter and Parking Benefits, Adoption Reimbursement Plans, Tuitions Reimbursement Plans, Surrogacy Reimbursement Plans, Lifestyle Plans, COBRA Benefits, and all other account types are administered on behalf of your plan sponsor by Optum Financial, Inc. or ConnectYourCare, LLC (collectively, “Optum Financial”) and are subject to eligibility and restrictions. Please contact a legal or tax professional for advice on eligibility, tax treatment, and restrictions. Please contact your plan administrator with questions about enrollment or plan restrictions. Federal and state laws and regulations and the design of your plan are subject to change.

Self-directed mutual fund investment options are made available through the services of an independent investment advisor, or your plan sponsor. Discretionary advisory services are provided by Betterment LLC, an SEC-registered investment adviser, with associated brokerage transactions provided by Betterment Securities, member FINRA/SIPC. For details and disclosures visit betterment.com. Certain brokerage services are offered through TD Ameritrade, Inc., member FDIC/SIPC and a subsidiary of The Charles Schwab Corporation.  For details and disclosures, visit  www.tdameritrade.com. The Schwab Health Savings Brokerage Account is offered through Charles Schwab & Co., Inc., member FINRA/SIPC. For details and disclosures, visit schwab.com.

Orders are accepted to effect transactions in securities only as an accommodation to HSA owners. Optum Financial and its subsidiaries are not broker-dealers or registered investment advisors and do not provide investment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions.

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