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Transfer the broker of record

When you transfer your broker of record to Gusto, it notifies your insurance carrier that we'll be managing your company's benefits moving forward. 

Once you have your information, you can initiate the transfer:

  1. Click the Benefits tab.
  2. Click +Add below Health Benefits if you haven't added any benefits to Gusto yet, or click Learn More if you've already added benefits to Gusto.
  3. Click Manage Benefits with Gusto.
  4. Select which benefits your company offers. Click Save & Continue.
  5. (If applicable) Select your carrier and company policy number for each of your benefits. Click Save & Continue.
  6. (If applicable) Select additional details about your company's health benefits. Click Save & Continue.
  7. (If applicable) Sign forms to designate Gusto as your health insurance broker. Click Save & Continue.

We'll keep you updated on your account's status as we work with your insurance carriers on moving your benefit information. Transferring your benefits to Gusto typically takes 6–8 weeks.

Contact our Benefits Customer Onboarding team if you have any questions along the way at [email protected].

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