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  • Unlock Unlimited Earnings with Our Next Level Bonus – Up to $75 Per Employee! Available now through February 1, 2026. Click on the flyer at left for more information. 


Agent Edge: Tools for Success

Get in touch to learn more: [email protected]

Product Information

Product pages, brochures, flyers and more for Allied National plans.
Funding Advantage
Funding Advantage Cost Saver
Dental Design
Funding Advantage Minimum Essential Coverage
Product pages, brochures, flyers and more for Pivot Health plans.
Pivot Short Term Individual Medical
Brilliant Dental Individual

Group Submission Guidelines

Check out our Funding Advantage Group Submission Guidelines.
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Agent Forms

All Forms

Making the Sale

Promote your favorite Allied National benefit plans using these materials. The Download Forms section has all of the forms you need for all of Allied's products. WINAllied Proposal Software will allow you to run your own quotes. The flyers can be personalized with your name and agency information, and the product banners will look great on your website.  Upload the PowerPoints onto your laptop before making your next presentation.

Click here for easy access to our Group Submission information and forms.

WINAllied Proposal Software
Personalized Flyers
Download Forms
PowerPoints
Testimonials

​Agent Training

Recorded webinars features information about many or Allied's plans and benefits or you can check out our PowerPoints and go through the slides at your own pace.
Recorded Webinars
PowerPoints

News

The more you know, the more informed decisions you can make. Here are two of Allied National's popular newsletters for agents and employers, as well as important notices employers need to read so they'll know how to stay in compliance with federal rules and regulations.
Employer Benefit Advisor
Agent Bulletin

Funding Advantage Member Resources

We created this Member Resources section for our Funding Advantage members and agents. Each plan has its own section and details about plan benefits, including telehealth, Allied HealthCare Assistant and HealthChoices.
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  • Home
  • Employers
    • Self-Service Login
    • Prescription Benefits
    • Lab Program
    • Allied Member Discounts
    • EBA Newsletter
    • Downloadable Forms
  • Members
    • Member Resources for Funding Advantage >
      • Member FAQs
      • Member-Hybrid >
        • Member-Hybrid-Plan-Info
        • Member-Spanish-Hybrid-Plan-Info
      • Member-Traditional >
        • Member-Traditional-Plan-Info
        • Member-Spanish Traditional-Plan-Info
      • Member-Essentials >
        • Member-Essentials-Plan-Info
        • Member-Spanish Essentials-Plan-Info
      • Member-PPO >
        • Member-PPO-Plan-Info
        • Member-Spanish-PPO-Plan-Info
      • Member-Cost Saver >
        • Member-Cost Saver-Info
        • Member-Spanish-Cost Saver-Info
      • Member-Minimum Essential Coverage >
        • Member-Spanish Minimum Essential Coverage
      • Member - Community Health Plan >
        • Member-Community Health-Plan-Info
      • Member-H&H PLan >
        • Member-H&H Plan-Info
      • Member-Vault PPO Resources >
        • Member-Vault-PPO-Plan-Info
      • Member-Vault RBP >
        • Member-Vault RBP-Plan-Info
      • Member-Fundamental Care
      • Member-Fundamental Care Value Plan
    • Explanation of Benefits for Funding Advantage Members
    • Benefit Extras >
      • Allied Member Discounts
      • Elite Experience Team
      • HealthCare Assistant
      • HealthChoices
      • Lab Program
      • Telehealth
    • Self-Service Login >
      • Self -Service Site Info
    • Find A Provider
    • Prescription Benefits
    • Member Download Forms >
      • Appeals
  • Agents
    • Agent Edge
    • Plans >
      • Level Funding Group >
        • Freedom Plan >
          • Hybrid
          • Traditional
          • Essentials
        • PPO
        • Cost Saver Plan
        • Minimum Essential Coverage
        • Direct Primary Care
      • Dental Design Group
      • Premium Only Plan Group
      • Individual Plans
    • Self-Service Login
    • Download Forms - Agents
    • Product Availability
    • Training Webinars
    • Agent FAQs
    • Bulletin (Agent)
  • Provider
    • Provider Verification
    • DPC & Benefit Plans
  • About Us
    • History
    • Testimonials
    • Blog
    • Newsroom >
      • Allied Logos
  • Contact Us