Documentation Kits for
Insurance Brokers and Agents

Audience: Any organization that provides health insurance brokerage or administration services for employer group health plans.

Examples: Insurance Brokers, Insurance Agents, Benefit Management Services, Third Party Administrators.

Overview

HIPAA requires that formal documents and controls such as forms, contracts, policies and procedures, etc be in place for the organization to properly protect patient health information. Documents such as business associate contracts, policies and procedures, patient rights documents, breach notification, and others that you learn about in the Awareness training.

Our Documentation Kits are meant to be utilized by your compliance officer to put in place the documents, contracts, forms, and policies and procedures required by the HIPAA Privacy and HIPAA Security regulations. At the same time they are putting that in place, we are training them as a new HIPAA compliance officer through a unique "Hands On Learn by Doing Approach".

Our kits are very easy to use, come with a step by step to do list that walks you through the entire process, and provide ready to use templates in Microsoft Word format for easy download. Once you download the templates, they become your master copies on your local network/pcs and they are yours even beyond the 1 year online access. Finally we fully support you through the process, so if you have any questions, you can contact us anytime.

WHERE DO I START?

We recommend you identify the HIPAA compliance officer from the start and then have them:

Step 1.

Roll out the HIPAA awareness training to all employees including themselves.

Step 2.

Implement the Privacy Documentation Kit. There is a 1 hour pre-recorded jumpstart session video included with the kit to get you started quickly.

Step 3.

Roll out the Security training to the team who will be involved in implementing HIPAA Security (typically compliance officer and IT staff).

Step 4.

Implement the Security Documentation Kit. There is a 1 hour pre-recorded jumpstart session video included with the kit to get you started quickly.

Documentaton Kit Features

  • Out of the box documents are meant to get your organization compliant quickly
  • Prebuilt best practices of all the HIPAA documents required
  • Documents are customizable as they are in Microsoft Word format
  • Average implementation time is 1 week per kit assuming 1 person half time
  • We train a compliance officer at the same time by having them do a hands on implementation
  • Step by step guide along with online video explaining how to use the kit and exactly what you need to do
  • Call in support included if you have questions
  • We version the documents so you don't have to start from scratch when the regulations change
  • 1 year of free updates, no yearly subscription

Choose a Version:

$499.99

/Organization
HIPAA Privacy Documentation Kit For Insurance Brokers and Agents
Add to Cart

Description:

This documentation kit contains all the documents, forms, contracts, and policies and procedures needed for complying with the documentation requirements of the HIPAA Privacy regulations.

Information:

Delivery: Online Download
Format: Microsoft Word Templates
Recorded Training Session: Yes
License: Single Organization
Support Included: Yes

Contents:

  • Pre-recorded 1 hour jumpstart session
  • Jumpstart video walks through the entire process
  • Step by step to do list
  • Prebuilt documents, contracts, and forms
  • Prebuilt policies and procedures
  • Compliance officer training (hands on)
  • Phone and email support included

HIPAA Compliance Documents Included:

Business Associate Contract
Confidentiality Agreement
Covered Entity Request for Accounting of PHI Disclosures
Fax Cover Sheet
Log of HIPAA Training
Log of PHI Amendment Requests
Log of PHI Disclosures
Notice of Incident Involving Disclosure
Breach Notification to Covered Entity
Shared PHI List
Subcontractor and Agent Contract

Policies and Procedures for Accounting of PHI Disclosures
Policies and Procedures for Breaches of PHI
Policies and Procedures for Computer Systems
Policies and Procedures for Covered Entities
Policies and Procedures for Facsimile Machines
Policies and Procedures for PHI Use and Disclosures
Policies and Procedures for Subcontractors and Agents
Policies and Procedures for Workforce Terminations
Policies and Procedures for Workforce Training
Policies and Procedures for Employee Sanctions

$499.99

/Organization
HIPAA Security Documentation Kit
Add to Cart

Description:

This documentation kit contains all the documents, forms, contracts, and policies and procedures needed for complying with the documentation requirements of the HIPAA Security regulations.

Information:

Delivery: Online Download
Format: Microsoft Word Templates
Recorded Training Session: Yes
License: Single Organization
Support Included: Yes

Contents:

  • Pre-recorded 1 hour jumpstart session
  • Jumpstart video walks through the entire process
  • Step by step to do list
  • Prebuilt documents, contracts, and forms
  • Prebuilt policies and procedures
  • Compliance officer training (hands on)
  • Phone and email support included

HIPAA Compliance Documents Included:

Contingency Planning Testing Schedule
HIPAA Security Risk Assessment
Log of HIPAA Security Training
Policies and Procedures for Contingency Planning
Policies and Procedures for Evaluation
Policies and Procedures for Information Access Management
Policies and Procedures for Security Incident Response and Reporting
Policies and Procedures for Workforce Security
Policies and Procedures for Security and Awareness Training
Security Incident Investigation Form
Security Incident Report

Facility Repair Documentation Form
Hardware and Electronic Media Tracking Form
Policies and Procedures for Device and Media Controls
Policies and Procedures for Facility Access Controls
Policies and Procedures for Workstation Security
Policies and Procedures for Workstation Use
Workstation Reassignment Tracking Form

Policies and Procedures for Access Controls
Policies and Procedures for Audit Controls
Policies and Procedures for Data Integrity
Policies and Procedures for Person and Entity Authentication
Policies and Procedures for Transmission Security

HIPAA for Insurance Brokers and Agents

Download Brochure

Frequently Asked Questions

General

The Department of Health and Human Services is responsible for regulating HIPAA, but they have never come out with a training vendor certification process.

So we and all the other vendors have just followed their guidelines. Given that, however, HIPAATraining.com has been in the HIPAA compliance space for over 20+ years and does full compliance not just training so our courses are very comprehensive and among the best out there.

Yes HIPAA is a federal regulation so our certification is recognized nationwide in all US states and territories.

You can take the final exam as many times as you need to pass and you can also take it multiple times if you want to try for a higher score. There is no charge for taking the final exam multiple times. You are guaranteed a certificate when you purchase a course.

Our HIPAA Awareness training course is meant to satsify the training requirement under HIPAA and provides an emphasis on HIPAA Privacy but with an overview of the other parts of HIPAA such as HIPAA Security as well. Everyone must take this course to satisfy the training requirement under HIPAA.

If you are going to be responsible for HIPAA or you are IT staff that will be involved in implementing HIPAA Security compliance at your organization, then you want to take both the HIPAA Awareness and HIPAA Security courses. The HIPAA Security course contains more detailed regulatory information for someone who has to be responsible for HIPAA Security (the IT part of HIPAA).

For an individual account, you have up to 90 days from the date of signup to take the training. You can also login and review the training during those 90 days as well. For organizational training accounts there is no expiration date so any seats are good until used.

We don't offer an official eval program. However, we do offer a free demo of the first lesson on our website and you are welcome to signup for 1 seat to view it in full and if it does not meet your needs you are covered under our full money back guarantee.

Individual Training

For majority of individuals, they just need the Awareness training which is $29.99 for a 2 year certificate. If you are going to be involved in HIPAA compliance or an IT person then you would take both Awareness and Security courses which is available as a discounted bundle for $49.99.

First you want to choose a category from the Products menu in the upper right. The category you choose will be based on the type of organization you work for. After that everyone will take the Awareness. If you have to have a detailed knowledge of the IT part of HIPAA (only for the HIPAA compliance officer or IT staff) you will also take the additional HIPAA Security training.

Yes we do. Choose the appropriate organizational category from the top products menu and go the Employee Training section.

No. Only if you have purchased organizational training. Our individual training is licensed to a single individual only.

The name on the certificate is independent of the name you use to register for the course. Our system will actually prompt the end user for their name on the certificate once they pass the final exam so that they can enter it exactly as they want it.

Organizational Training

Yes we do. Choose the appropriate organizational category from the top products menu and go the Employee Training section.

Organizational training is for employers/groups that need to train their employees. It provides a single shared login that all employees can login to as well as group discounts starting at 10 seats and above.

Two seats. If you need to add licenses in the future, you can do so using the Add More Licenses link when you login to your admin dashboard.

Yes. To add additional licenses, login to your admin dashboard and click on the Add More Licenses link. There are no contracts and you simply pay as you go very much like a phone card.

Yes you continue to receive the same discount level on additional seats. So if you bought 25 seats, your pricing would be $23.99 for those 25 seats and also for any future seats you purchased. Additionally, as you continue to purchase seats with us we continue to discount you down in pricing as you hit the new tiers.

Yes we provide reporting free with the organizational training account. There are two types of reporting that we provide. The first is that you will receive an automatic email copy of each certificate generated under the account. The second is that we provide a real time training log that maintains a training log for you automatically. It will also allow you to regenerate a certificate from that Excel report at anytime in case you lost or misplaced a certificate.

Yes there is no requirement you purchase everything. You can purchase just what you need. So if you already have documents for example, you can just purchase employee training. However, if you are trying to get an organization compliant just know you have to have those other parts to be HIPAA compliant as an organization.

Other Trainings Available

Your Cart
Your shopping cart is currently empty!

Don't miss out on our amazing training products – start adding items today!

Close