Accessing you Advisor referral link.

This guide explains how to access and use your Personal Health Plan Referral Link. It ensures applications are automatically attributed to you, with no manual tracking required. By sharing your link, you can offer customers a convenient, self-serve application option while maintaining commission attribution.

25 seconds

Bluecross

## What is the Personal Health Plan Referral Link? Your Personal Health Plan Referral Link is a unique, shareable application link connected directly to your Advisor Code. When a customer uses your link: - They are taken directly to the Personal Health Plan application. - Your Advisor Code is automatically embedded. - Applications submitted through the link are attributed to you or your brokerage. - If a policy is bound, commissions are paid accordingly. - No manual tracking or follow-up confirmation is required. ## When should I use it? Your referral link is ideal when: - A customer prefers to complete the application on their own time. - You are following up after a discovery conversation. - You want to include a direct application option in an email. - You are sharing information through digital channels or social media. - You want to streamline the application experience while maintaining attribution. This tool allows you to support customers with flexibility, while ensuring applications remain connected to you.

Click the **"My Account"** icon in the top right-hand corner of your portal screen.

Click the **"My Account"** icon in the top right-hand corner of your portal screen. Click **"Update Profile"** from the drop down menu.

Scroll to the **Personal Health Plan Referral Link** section within your profile. Copy your unique, clickable link.

When you share this link, customers are directed to the **Personal Health Plan application** with your Advisor Code automatically embedded. Applications submitted through your link are attributed directly to you, and if a policy is bound, corresponding commissions are paid accordingly.

Need support with an application?

If you would like a refresher on submitting applications or navigating the **Personal Health Plan** application process, please refer to the resources below: - [Complete a **Blue Choice** Personal Health Plan application](https://scribehow.com/viewer/Complete_an_Application__Blue_Choice_Personal_Health_Plan__j7grGxNvSMir_tAaRO4PCA) - [Complete a **Conversion** Personal Health Plan application](https://scribehow.com/viewer/Complete_an_Application__Conversion_Personal_Health_Plan__5LC0-ii2QaqGuazNxDfKRA) - [Complete a **Guaranteed Acceptance** Health Plan Application](https://scribehow.com/viewer/Complete_an_Application__Guaranteed_Acceptance_Personal_Health_Plan__Fll7c4cITkePOqbPXLVR7w) - [Complete a **Retiree** Personal Health Plan application](https://scribehow.com/viewer/Complete_an_Application__Retiree_Personal_Health_Plan__jw6gkG4nTp-xej0AztlW6g) These guides provide step-by-step support for submitting and managing Personal Health Plan applications.

Accessing you Advisor referral link.

25 seconds

Bluecross

Click the **"My Account"** icon in the top right-hand corner of your portal screen.

Click the **"My Account"** icon in the top right-hand corner of your portal screen. Click **"Update Profile"** from the drop down menu.

Scroll to the **Personal Health Plan Referral Link** section within your profile. Copy your unique, clickable link.

Need support with an application?