Frequently asked questions: Broker secure website

Frequently asked questions about the new Broker website

I received an email with my new user name for the website, but I lost/forgot it. What should I do?
If you know your Web Access Code, you can retrieve your username using our online process.

If you do not know your Web Access Code, please call us at 973-285-4144 and we will resend the code to you.

I received an email with a Web Access Code to register for the new website, but I lost it. What should I do?
Please call us at 973-285-4144 and we will resend the code to you.

I want to register for the broker portal for the first time; how to I do it?
You should have received an email with either your new username or Web Access Code. If you lost/forgot the email, please contact us at 973-285-4144 and we will resend the code to you.

What is the Web Access Code and why do I need it?
It’s a one-time code to verify your identity to register for the broker website for the first time.

When I called to register for the broker website, they said they would email me a Web Access Code to get started, but I haven’t gotten it yet. What should I do?
If you did not request a change to your email address, you should receive your Web Access Code within 5 minutes.

If you requested a change to your email address, you will receive your Web Access Code within 24 hours. If you do not receive your Web Access Code within 24 hours, please call 973-285-4144 for assistance.


What information is available on the broker website?
The new site enables you to easily access information about your clients, as well as relevant documents for your Delta Dental groups. If your group(s) already granted you PHI access, you will also be able to view or manage client enrollment from the broker portal.

Why can’t I find all my group documents?
Documents for your group may not be uploaded yet. Information for new groups won’t show up until the effective date of the plan and after all paperwork is complete. If you need documents for your group immediately, please contact your Account Management Team.

Overviews and booklets for DHMO and COBRA sublocations are not published at this time.


How can I view or manage my client’s enrollment from the broker website?
A PHI form must be signed by a representative from each group to designate who is allowed access to enrollment information, including their broker. Make sure your group(s) include you on the authorization form. Once complete, please email us your completed form for processing. 

Why doesn’t my client’s information appear in the portal?
New groups won't appear until after the effective date of the plan. If a group you expected to see is not appearing, please contact your Account Management Team.

I used to have access to my group’s information and do not now; what should I do?
If a group you expected to see is not appearing, please contact your Account Management Team.

I have multiple clients that I access information for through the Enrollment website, but I only received one username for the new broker website. What should I do?
If you previously had more than one account in the enrollment and eligibility website: Information from all previous accounts will now be available under your new username in the new broker website.

If you do not see all accounts, please call 973-285-4144 for assistance.


Where can I find information about my DeltaCare™ USA clients?
DeltaCare™ USA clients do not appear in the broker website. To view and manage your DeltaCare™ USA clients, please sign in at Delta Dental Insurance.

Under “Helpful Links” in the broker website, there is a link to “Manage DeltaCare USA.” Note that you will need to sign in using your existing DeltaCare USA sign in information.


Can I use the broker website to view my client’s invoices?
If you already have access to our separate client billing website, Billtrust, you can also access Billtrust through the “Helpful Links” area. Click “View Invoices.”

Note that you will still need to sign in with your Billtrust user ID and password.


How do I add more of my associates as portal users?
At this time, we are limiting registration at two users per group. We plan to expand to four users per group and will communicate instructions when that becomes available.