Customer Service General Questions Miscellaneous Underwriting

Customer Service

  • Q: Who is my broker rep?

    A: Your success is important – Dickerson Account Executives are here to help. If you don’t know who your dedicated sales team is, please call (800) 457-6116 and ask for Sales Support, or get in touch by email at sales@dickerson-group.com.

  • Q: My customer’s insurance cards haven’t come in yet – what should I do?

    A: Please contact Dickerson’s customer service department at customerservice@dickerson-group.com or call (800) 457-6116 and tell us your group’s name.

  • Q: My group has a renewal coming up, how can you help?

    A: Dickerson has one of the highest retention rates among its carrier partners. Our dedicated retention team can assist with marketing current and renewal plans, and with proposing additional options and solutions.

    For renewal questions, please contact renewals@dickerson-group.com.

  • Q: How do I login the broker commission portal?

    A: To login with Tipalti, please click here.

    Tipalti is the professional commission payment platform used by Dickerson to best serve brokers, with online access to comission history and payment detail. Direct deposit payment of commission is available at no cost to our brokers. Commissions are issued after reaching the minimum amount of $50.00.

    To register for initial access to the portal, please email commissions@dickerson-group.com.

General Questions

  • Q:Need a Quote?

    A: Our state-of-the-art quoting system, powered by HealthConnect, allows Dickerson brokers to run quotes 24 hours a day. If you would like a member of our team to prepare your quote, simply go to “Get a Quote” and complete the appropriate request form listed on the right side of the screen. Most quotes are returned to you in 24 hours or less following the submission of the request.

    Questions regarding the quoting process? Contact our Quoting Department at (800) 457-6116, ext. 215.

  • Q: Working with our Quoting System

    A: Go to the login panel under “Get a Quote” and enter your username and password. To request a new password, please click “Forgot Your Password?” or contact our Quoting Department at (800) 457-6116, ext. 215.

  • Q: Do agents need to be appointed by Covered California or participating carriers to write policies in the Exchange?

    A: Life/health agents selling products in the Individual Exchange must be certified by Covered California and appointed by the insurance carrier.

    Agents selling group plans in the Covered California for Small Business (formerly known as SHOP) Exchange do not need to be appointed by participating carriers, as certification/appointment with Covered California is sufficient.

    For more information about becoming a Certified Insurance Agent for Covered California, please click here to visit Dickerson’s Covered CA Links page.

    To learn more about being appointed to sell L.A. Care, Molina Healthcare or Oscar Health, please click here to visit Dickerson’s News page.


  • Q: CE and Professional Development seminars offered by Dickerson?

    A: Brokers praise Dickerson’s continuing education classes and webinars for being informative and timely. Seminar dates and registration links are listed in the Calendar section. Check your in-box for email blasts announcing upcoming CE opportunities in your area – Dickerson holds CE classes in several regions. Not yet on our distribution list? If you need to get on our list, or you have an address or email update, please contact cami (AT) dickerson-group (DOT) com to be added or updated. Stay informed!

  • Q: Suggesting a topic for future seminar?

    A: Our CE classes and webinars offer leading-edge industry information, based on feedback we have received from our brokers. Your input is always important. Please contact cami (AT) dickerson-group (DOT) com with your suggestions. We are always here to help you with marketing ideas.


Q: How long does the group approval process take?

  • A: For small groups, typically the process takes 48 hours from the submission of complete documentation and forms to the underwriting process. It takes another 48 hours before paperwork is returned to the broker/group for additional information. Submitting complete information helps bypass the request for additional information. You can indicate a preference as to how you would like to be notified – by email or fax – of the need for additional information. At this point, the carrier takes another 48 hours to a) approve, b) deny or c) request further information. Your Dickerson Account Executive is here to answer any questions you have. He/she can guide you to help avoid delays in processing your case.


Q: How can I expedite the underwriting process?

A: Attention to detail is very important. Make sure all the necessary paperwork is attached.

Did you…

  • Include the DE9C or ownership documents?
  • Ensure the group meets the participation requirements of the carrier?
  • Enclose the initial premium check along with a copy of the quote?
  • Submit a completed Employer Application, including worker’s compensation information (if required)?
  • Submit completed Employee Applications, including Social Security #s for each employee and any dependents (if applicable)?
  • Enclose the prior carrier bill with dates of coverage for each employee?

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