Application to Join UNA as a Health Insurance Broker

Utah Nonprofit Association (UNA) is about building happy, healthy, resilient communities—communities that provide shelter, solace, joy, inspiration, nourishment for bodies and souls, and healing for our air, water, and land. We accomplish this by unifying, elevating, and strengthening Utah's nonprofits. Our work includes advocating for these critical organizations and equipping them with the information, training, resources, and benefits that they need to advance their missions. We are a 501c(3) nonprofit charity with a diverse revenue model, an engaged and active board of directors, and a deep commitment to building extraordinary nonprofits.

Nonprofits and the people who work for them find themselves on the front line of solving society’s most challenging problems, and one of the many ways UNA supports them is through the UNA Group Health Insurance Plan.

The Utah Nonprofits Association Group Health Insurance Plan provides nonprofit members access to comprehensive quality healthcare. The plan currently supports over 1,000 people and counting. UNA welcomes applications from brokers who align with our goals of providing exceptional service to nonprofits, keeping costs low, and continually improving the plan and its value to our members.

Please contact Warren Miterko at wmiterko@utahnonprofits.org if you have any questions about the group plan or this application form.

Note: To be considered as a broker for the UNA Group Health Plan, you must:

1) Complete and submit this form

2) Join UNA as a Business Affiliate Member

3) Pay an annual broker fee

Fields marked with an * are required.

Brokerage Firm *

Please share the full name of your brokerage firm.

Brokerage Website *

Please share your website URL

Your Name *

Your Email Address *

Ownership Structure *

Describe your company's ownership structure. Are you a local organization, regional, or national organization? Are you organized as a partnership, corporation, LLC, etc.?

Team Structure and Expertise *

Please describe your team structure and expertise related to nonprofit client management (account management, support roles, responsibilities).

Experience in Managing Association Health Care Plans *

Describe your organization's experience in managing association health care plans.

Plan Design and Utilization *

Describe your experience and approach to reviewing plans in order to recommend enhancements or cost-savings strategies on all lines of coverage.

Describe your skills, capabilities, and results achieved in controlling health care costs. Note new products, analytical tools, and consultative approaches to managing health care costs.

Fees and Commission Schedule *

Clearly outline all fees, including how commissions or service fees are determined (e.g., PEPM, percentage of premium, flat rate).

Specify which services (e.g., open enrollment materials, HR tools) are included vs. additional cost.

Employee Education and Engagement *

Describe how you provide ongoing benefits education to employees, ensuring guidance is appropriate for small groups with limited HR support. Share any established resources or enrollment processes that are easy for employees to navigate. How do you support employees with resolving complex issues (claims, billing, provider access)?

Access to HRIS and Technology *

Do you offer or partner with an online HRIS platform for efficient enrollment, compliance tracking, and benefits administration? Describe your capacity to integrate with other systems (payroll, timekeeping) to minimize administrative burden for smaller employers.

Ongoing Client Support and Service *

Describe how you support and communicate with clients on plan performance and open initiatives. What is your approach to resolve issues related to claims, billing, or coverage questions—for both employers and employees?

Compliance and Regulatory Guidance *

Describe how you keep clients informed on ACA, COBRA, HIPAA, ERISA, and other requirements relevant to small employers? What resources do you offer to streamline compliance efforts?

What support will you offer to assist UNA in maintaining its excellent compliance record?

Customization and Innovation *

Share how you implement new products, lines of coverage, or vendor partnerships that may be beneficial to clients. How do you vet and tailor solutions to meet the unique needs of small and middle market groups?

What types of products and services could you offer to nonprofits and/or UNA?

Client References and Case Studies *

What is your experience with nonprofits? Describe the number and size of nonprofits you currently serve.

Please provide references from clients of similar size or scope who can speak to your service quality, outcomes, and overall experience. Share examples of successful solutions you've implemented, even if they may not directly apply to every small group.

Transition and Renewal Planning *

Outline a transition plan for clients switching from another broker or plan, including timelines and responsibilities. Detail the renewal process, including rate analysis, negotiations, and delivery of final recommendations to ensure a smooth, timely review each year.

Additional Supports and Nonprofit Resources *

Share your approaches to employee health and wellbeing, financial wellbeing, and population health management.

Please list any grants, volunteer initiatives, sponsorships, etc. offered by your organization to nonprofit clients.

Partnering with UNA *

How would you support UNA's administration of its health care plan? Provide an overview of how you envision a successful partnership with UNA. What community relationships or resources could you bring to UNA?

Please share other information about your capacity to administer the UNA Health Care Plan. *

We agree to complete transparency of payments from 3rd party carriers and vendors we represent. *

Please verify that you have checked the “I'm not a robot” checkbox.