Your Individual and Family Plan Enrollment Call
When shopping for or enrolling in a health plan with Via Benefits Insurance Services, you can choose to shop for and enroll in your insurance plan on the website or call us. The Prepare to Shop feature allows you to compare your plan options and enroll on the website. If you'd like to call us to enroll, we recommend you reserve a time to call because it reduces your wait time by giving you a specific time to speak with a licensed benefit advisor.* However, you don't have to reserve a time to call to get help with your enrollment.
An introductory meeting may be offered with a Via Benefits ambassador, depending on your employer. You don't have to attend an introductory meeting to reserve a time to call a benefit advisor.r.
Enrollment Methods
Enrolling on the Website
Please make sure the following information is correct in your profile:
Your name
Date of Birth
Social Security Number
Your Home Address (Where you physically live - Zip and County & State are particularly important)
Primary Phone number
2. If you make changes, select Save.
3. Select Return to Home to go back to the Home page.
Note: Some plans require you to call Via Benefits to complete the enrollment process.
Enrolling by Phone
During your enrollment call you can expect to talk with professional, pleasant, and knowledgeable individuals who can answer your questions, help you find the right health coverage for your needs, and help you complete your applications accurately.
If you previously called and would like to speak with the representative you enjoyed dealing with before, that representative may not be available due to other scheduled appointments or high call volume. When you call for your appointment, rest assured you're routed to a benefit advisor who's equally qualified to help with your enrollment.
If you enroll by phone, please have the following pieces of information readily available:
Your Medicare Card with your Medicare number and effective dates for Parts A and B if applicable
A list of your prescriptions, including dosages and frequency
Your doctors' names and addresses
Your payment information, just in case you decide to pay for your Individual & Family policy at the time of enrollment
We also recommend you make a list of any questions you may have ahead of time.
Note: Enrolling by phone takes one to two hours per person, and you must complete your own application unless you have or are a Power of Attorney.
Reserve a Time to Call
The most convenient and secure way to reserve a time to speak with a benefit advisor is on the Via Benefits website.
To reserve a time to call on the website, follow these steps:
1. Sign in and select View appointments under Speak To An Expert.
Note: You must sign up with Via Benefits if you haven't already.
2. Select who's participating in the call.
3. . Select the date and time you would like to call us.
Note: Confirm the time zone is correct. If it isn’t, select the current time zone to change it..
4. Select Save and Confirm to reserve the appointment.
Note: If you select Back To My Account, your appointment isn't saved.
5. A summary of the appointment appears on the Scheduled Appointments page. Note the Change and Cancel Appointment links.
Please call us at the scheduled time. You won't receive a call from us.
If you miss your appointment, you may call us at 1-866-322-2824 (TTY: 711) at your convenience (be aware hold times may vary).
Whether your appointment was scheduled over the phone or on the website, you have the option to change or cancel it on the website.
Your Enrollment Call
When you call for your appointment, we start by verifying your identity. Then the benefit advisor asks questions to determine which plans are right for you. Once you choose a plan, we assist you in completing the application.
Establishing Your Identity
For your protection, each time you contact us, we’re required to verify your identity and confirm we're looking at the correct record in our system. We ask you to verify your full first and last names, date of birth or ZIP Code, and the last four digits of your Social Security Number. This process protects your personal information from being accessed by unauthorized callers. After your identity is verified, you're transferred to a benefit advisor.
Analyzing Your Needs and Selecting a Plan
The benefit advisor confirms your profile information is correct (your home address, ZIP Code, Medicare Number, etc.) and verifies your prescription list and doctors unless this was completed on a previous call.
Questions about your current insurance help us establish your enrollment opportunity and avoid conflicts with any additional coverage.
You're asked a series of questions designed to determine which kind of plan meets your needs. The benefit advisor narrows down your plan options and discusses with you specific plans available in your area that fit your needs.
Completing the Application
Once you choose a plan, the final step is completing the application. We recommend you complete the application on the website. It's the fastest way to complete the application. If you prefer, the benefit advisor transfers you to a representative who’s trained to accurately and efficiently help you complete a verbal application. The time this takes depends on how many applications need to be completed.
After Enrollment
Within two weeks, whether you enrolled by phone or on the website, you're sent a letter from Via Benefits confirming your selection. This isn't your approval letter from the insurance carrier, rather a confirmation we submitted your application.
Within two to three weeks after your enrollment, the marketplace may contact you if there are questions about your application or if additional information is needed. If such contact occurs, please respond quickly, as the application process may be delayed until any issues are resolved. If you have questions about any communications from the insurance carrier, please contact us.
*Our licensed benefit advisors specialize in health insurance for retirees. They go through annual training and certification to ensure they can help you make an informed and confident decision.
