The Brokerage Resource

  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms
    • Incentives & Trips
    • Insurance Products
  • Quoting & Enrollment
    • Integrity Connect
    • Life Quoting Tools
    • Resource for Rates
    • Underwriting
  • Marketing & Leads
    • Integrity Connect Leads
    • Legacy Safeguard
    • Marketing Materials
    • Plan Enroll
    • Prospecting Tools
    • Website
    • Website Quoting Tool
  • Education & Tools
    • Annual Enrollment
    • Blog
    • Certification & Training
    • File Upload
    • Referral Program
    • Webinars
  • About & Contact
    • Contact
    • Our Story
    • Our Team
    • Testimonials
  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms
    • Incentives & Trips
    • Insurance Products
  • Quoting & Enrollment
    • Integrity Connect
    • Life Quoting Tools
    • Resource for Rates
    • Underwriting
  • Marketing & Leads
    • Integrity Connect Leads
    • Legacy Safeguard
    • Marketing Materials
    • Plan Enroll
    • Prospecting Tools
    • Website
    • Website Quoting Tool
  • Education & Tools
    • Annual Enrollment
    • Blog
    • Certification & Training
    • File Upload
    • Referral Program
    • Webinars
  • About & Contact
    • Contact
    • Our Story
    • Our Team
    • Testimonials

Pivot Health Contracting

Picture
Agent Website
Products: Short-term Medical
Contract Request
  • Contracting
  • Demographic Changes
  • EFT Changes
<
>
Contracting
Please go to the Pivot contracting request webpage to make a contracting request and to get access to your Personalized Sales Web Page for taking client applications.
 
Simply scroll to the bottom of the webpage.  There will be a section at the bottom for Agents – Request a Pivot Personalized Sales Web Page!  Fill in the information they request of you and in a few days you will get an email from Allied/Pivot with your new agent number when the approval process is complete.  The email will also contain the personalized link to your Sales Web Page which you can provide to clients.
 
When you fill in that online information, please also send [email protected] a quick email to let us know that you have done this step in the process.  She will then be able to monitor the request to make sure everything gets set up for you.
Demographic Changes
You can email Allied/Pivot Licensing directly to ask that they update the necessary information.
EFT Changes
You can email Allied/Pivot Commissions directly to ask that they update the necessary information.  They will likely provide you with an EFT form to fill out and return to them.

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

[email protected]

​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

Products

​Ancillary
​Critical Illness
Dental, Vision & Hearing
Hybrid Life & LTC
Life & Annuities
​
Long-term Care
​Medicare

Resources

Consumer Information
Contact Us
​FAQs
​
Integrity

​Privacy Policy

​Terms of Service
Do Not Sell or Share My Personal Information
The Brokerage Resource, LLC. © 2026