Insurance By Red
Sales Partner
Partner Resources

Insurance By Red Partner Portal

Your branded partner portal for the Health Karma PersonalCare Bundles program. Access your active members list, partner agreements, and marketing materials below.

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Sales & Marketing Agreement

PersonalCare Bundles partner sales agreement.

Word Doc ↓ Download
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W-9 Form

IRS Request for Taxpayer Identification Number and Certification.

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Selling Partner Guide

PersonalCare Bundles — complete guide for selling the program, objection handling, and best practices.

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Group Enrollment Template

PersonalCare — CSV template for submitting group enrollment data for new member groups.

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Enrollment Template Instructions

PersonalCare — step-by-step guide for completing and submitting the Group Enrollment Template correctly.

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PersonalCare Bundles Flyer

Full plan comparison flyer — bundle features, pricing, and benefits overview.

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PersonalCare Quick Reference

One-page program highlights — great for quick hand-offs and first conversations.

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Organization Code

Enrollees must enter GRP967 in the Benalign app — case sensitive, exactly as shown. This code links them to the Insurance By Red / Health Karma program.

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Activation Timeline

After enrollment, members receive 3 emails within 48 hours from customerservice@careadvoc.com: invoice/autopay, portal invite, and app setup instructions. Always check spam folders.

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Member Support

Direct members with billing, app, or activation questions to customerservice@careadvoc.com. For partner-only escalations, use your internal contact.

Need Help or Have Questions?

Contact your Health Karma partner support team directly.