Appointment Guide

 
 

This guide was created to share best practices to make your appointment quick and easy with your benefit advisor.

Enrollment calls currently last about an hour, but there are steps you can take to decrease the time to evaluate, select, and enroll in a plan.

Before speaking with a licensed benefit advisor, please prepare for your appointment by taking the following actions:

Step 1: Click sign in, or if you haven’t started, click sign up.

Step 2: Build your Via Benefits profile by clicking on Personal Profile

Add your providers and prescriptions to the Health Information section in your Personal Profile. This will help your benefit advisor suggest plans that meet your needs.

Step 3: Evaluate your funding options

  • In the Your Funding Decision section within your account, evaluate the HRA option and  premium tax credits option, if available.

Step 4: Opt in or opt out of the Funding Arrangement used to reimburse you for eligible health care expenses by accepting or declining funds

Step 5: Research plans

  • Using the Shop and Compare tool you can view plans, premiums, and coverage levels to narrow down your options.

Log into your account to get started

First-time visitor? Create Account