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For carriers and health plans

A telephonic distribution and member-support partner for your plans

Our licensed agents enroll members by phone from our contact center, and our Benefit Coordinators stay with them after they enroll. We work to your compliance requirements, from scripts to data handling.

Talk with our partnerships team

Looking for help with your own coverage? Go to our plans or call 1-800-830-7574TTY 711

What we do for plans

Enrollment, onboarding and outreach, all by phone

Telephonic enrollment

Licensed agents enroll members by phone from our contact center. We don’t do field sales.

Onboarding and retention

Benefit Coordinators call new members after they enroll: an intro call, an activation call, then check-ins through the year.

Outbound member campaigns

Telephonic outreach to your members, with scripts reviewed and approved by your compliance team.

Specialized workflows

Support for programs like chronic condition verification for special needs plans and supplemental benefit activation.

Lines of business

Medicare first, and the coverage around it

Medicare is our main focus. We also help people with individual and family, small business, dental and vision, and life coverage.

  • Medicare AdvantageIncluding special needs plans
  • Medicare Supplement
  • Prescription drug plans (Part D)
  • Individual & FamilyMarketplace and off-Marketplace
  • Small Business and ICHRA
  • Extra coverageDental, vision, cancer and hospital indemnity
  • Life Insurance

How we work together

From contracting to launch

  1. Step 1: Contracting and readiness

    We complete contracting and appointments, and agree on the plans, markets and goals.

  2. Step 2: Training and scripts

    Your product training for our agents, and scripts approved by your compliance team.

  3. Step 3: Launch

    Enrollment and outreach go live, with Benefit Coordination for every new member.

Compliance and data

Built for regulated marketing and member data

We handle member information under administrative, technical and physical safeguards, the contracts you require, and HIPAA where it applies to the information you share with us.

  • Consent first

    Our web forms capture consent to be contacted before an agent calls, with the disclosures required for Medicare.

  • Required disclaimers

    Our Medicare pages carry the required third-party marketing disclaimer.

  • Your scripts, your rules

    Campaign scripts go through your compliance review before launch, and we make the changes you ask for.

Our tools

How our agents match plans, and how we educate

Plan matching

PolicyPair®

Our agents and representatives use PolicyPair®, our plan-matching process, to compare plans against each person’s doctors, medications and benefit needs before they talk through options. It supports the agent’s conversation; it doesn’t replace it.

Ask us how it works

Medicare education

VirtualMedicare.com

VirtualMedicare.com is our Medicare education site, with on-demand videos and live seminars people can use before or after they talk with an agent.

Visit VirtualMedicare.com

Opens VirtualMedicare.com

Talk with our partnerships team

Tell us a little about your plan and what you have in mind. Our partnerships team, not a sales agent, replies by email the same day, or the next business day if it’s after hours.

All fields are required unless marked optional.

Please don’t include member names or other personal health information.

We use these details to reply to your inquiry. Notice at Collection

By sending, you agree that our partnerships team may reply by email or phone about this inquiry. We won’t add you to consumer marketing. See our Privacy Policy.

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Other ways to reach us

Office
Indianapolis, Indiana
Consumers
Call 1-800-830-7574TTY 711

See our security and compliance details in our Trust Center.