logo Guides
  • Get Started
    • For Brokers
    • For Employers
    • For Plan Designers
  • Provider Portal and Tools
  • Member Portal and Tools
  • Portal Basics
  • Group Onboarding
  • Live Plans
  • Eligibility
  • Payments and Invoices
  • Claims
  • Compliance
  • Reports
  • Yuzu Policies
  • Partner Launch Process
  • Integration
  • Troubleshooting and Support
  • Get Started
  • For Brokers
logo

Contents

Getting Set UpGetting PaidSupporting Your GroupsNeed Help?

For Brokers

Get set up with Yuzu, track your commissions, and help your employer groups through onboarding.

Getting Set Up

  • Onboard Advisors/Brokers

  • EIN

  • W9 & 1099 Reporting

Getting Paid

  • Broker: Proof of Payment

  • Book of Business Reporting

Supporting Your Groups

  • Employer Onboarding Flow

  • Eligibility Rules

  • Interpreting Invoices

  • COBRA for Employers

  • Compliance Summary Table

Need Help?

  • Your Yuzu Contacts

Was this page helpful?

Previous Get Started Next For Employers
Getting Set Up
Getting Paid
Supporting Your Groups
Need Help?