Connected Care executive summary
A one-page introduction to the Connected Care approach and employer benefits conversation.
YOUR CONNECTED CARE AGENT HUB
Better benefits.
A stronger
book of business.
One employer relationship can open a world of possibilities. Start with Connected Care, bring in the right expertise, and build with a longer view.
Get appointed with Connected CareYOUR APPOINTMENT CODEDreams1
See what you need before you start
Relationships. Renewals. Possibilities.
CONNECTED CARE
Five possibilities. One connected view. Drag to explore.
01
Get appointedYour first meaningful step
↗02Know the opportunityBenefits built around the business
↘03See the possibilitiesExplore your compensation
↘START HERE / CONNECTED CARE
Your next chapter
starts with one step.
Everything you need to begin your Connected Care contracting process, in one place.
CONNECTED CARE APPOINTMENTStart my Connected Care appointment Opens the USA Insure contracting portal.
Ready when you are.
Use the dedicated Dreams link and enter the code below when requested.
APPOINTMENT CODEDreams1
A LITTLE PREPARATION GOES A LONG WAY
Have these four items ready.
- 01Insurance licenseYour current license information✓
- 02E&O policyYour errors and omissions coverage details✓
- 03Bank informationProvide it directly in the contracting portal✓
- 04W‑9 detailsYour required tax information✓
After submission, watch for the portal’s confirmation email and next steps. Appointment is subject to review and applicable requirements.
THE OPPORTUNITY / RELATIONSHIPS FIRST
Start with group health.
Grow the relationship.
Connected Care brings together plan design, pharmacy strategies, and care support to help employers evaluate a different approach to group benefits.
CONNECTED CARE · PROGRAM SPOTLIGHT◈
A plan built around the business
Level-funded arrangements and customized plan design, with stop-loss protection as described in the program materials.
℞
A clearer view of pharmacy costs
Pharmacy benefit strategies and reporting help employers understand an important part of their benefits spending.
⌁
Insight that supports decisions
Claims and utilization reporting can inform plan reviews and conversations about the needs of the group.
♡
Read the Connected Care guide Support beyond enrollment
Proactive care navigation and service help connect members with the next appropriate step in their care journey.
Based on the supplied Connected Care brochures. Plan terms, eligibility, availability, and outcomes vary.
THE DREAMS BIGGER PICTURE
Build for the life
of the relationship.
Group health can be the beginning of an ongoing employer relationship. As needs change, connect the business with specialists in other suitable Dreams programs.
Eligible programs may pay renewal compensation for the life of an active contract. Your written agreement determines rates, ongoing eligibility, servicing requirements, and renewal rights.
Explore the Dreams opportunityTHE INCOME STUDIO / MAKE THE MATH TANGIBLE
See what your
scenario could look like.
Explore five compensation paths. Change the inputs and see the math update. These are gross illustrations, not forecasts or guaranteed income.
Personal rates and career titles: supplied Dreams brochure, p. 12. Agency, generation, channel, and split rules: existing Dreams compensation tool, reviewed October 14, 2026. Confirm the current written compensation agreement. Each tab is a separate scenario; overlapping income is not added together.
YOUR REFERENCENine titles. A path to understand.
| Title | Employees | Groups | Personal PEPM |
|---|
Both employee and group requirements appear in the supplied table. Other contract requirements may apply. PEPM means per enrolled employee per month.
THE CONNECTED CARE RESOURCE SHELF
The right information.
Right at your fingertips.
Start with the one-page summary, explore the three-page overview, or take a deeper dive into the complete guide. Preview any brochure or tap its download icon.
Connected Care program overview
A three-page introduction to plan design, pharmacy strategies, transparency, and member support.
Connected Care complete guide
Go deeper into the program with the full five-page Connected Care brochure.
THE BROADER DREAMS OPPORTUNITY · 14 PAGES
Build for the life of the relationship.
Explore the original Dreams opportunity guide and its renewal compensation discussion.
Connected Care Bronze 4.3 PPO
Supplied plan-year 2026 reference. Review the full plan and current eligibility before using the illustrated individual rate. This is a plan example, not a personalized quote.
THE REPLAY ROOM / LEARN AT YOUR PACE
Get the context.
Build your confidence.
Catch the launch and training sessions. Open a replay in Zoom and use its passcode when prompted.
THE CONNECTED CARE LAUNCHCare that connects.
Possibilities that grow.
Possibilities that grow.
SEPTEMBER 10, 2026 · ZOOM REPLAY
Connected Care special launch
The group health launch session shared with the Dreams team.
Watch replay
Show passcode
6d!%!d8rBENEFITS MEET BUSINESS SOLUTIONSOne relationship.
More ways to help.
More ways to help.
AUGUST 27, 2026 · ZOOM REPLAY
Trumark Health + Dreams Tech
Connected Care group health training and Sandler Partners Dreams Tech.
Watch replay
Show passcode
&Qg=7Y?2Which link gets me appointed with Connected Care?
Use the dedicated Connected Care contracting portal and code Dreams1 when requested. The separate life and annuity form below serves a different appointment path.
Does applying mean I am appointed?
Submitting your information starts the process. Follow the portal’s confirmation and review steps, and confirm your approved status before conducting activities that require the appointment.
How should I use the compensation calculators?
Select the title or level you already qualify for, then enter hypothetical payable enrollments. An employee count alone does not establish a title. The results are gross illustrations using the referenced rates and assumptions; the current written compensation agreement controls.
What does “life of the contract” mean?
Renewal compensation continues only as provided by the applicable agreement, while the account remains active and payable and you continue to meet its requirements. It does not mean guaranteed lifetime income or guaranteed client retention.
Where do life and annuity appointments go?
The Dreams Insurance Solutions, Vantage, and TruSolutions life and annuity appointment path uses this separate appointment form. The Connected Care code and contracting link above are for Connected Care.
YOUR NEXT MEANINGFUL ACTION