Appointments and Certifications

Get Appointed

By starting your application you acknowledge that you have read and agree to the below requirements.

I Agree, Start Application

Appointment Requirements

Items below are required to complete the appointment application:

1. Virginia Life and Health License or Virginia Health License (required)
2. Agency License (if applicable)
3. Optima Health Substitute W9 (SF-W9) Form
4. Broker Agreement (includes Business Associate and QHP Amendments)
5. Portal User Profile (access to OptimaHealth.com secure Broker Portal)
6. If an agent elects to sell Medicare, they will be directed to our training site to complete required training. If training is not completed, agents will not be paid on any Medicare business.
7. We require all new agents to work with a General Agency (GA) or Field Marketing Organization (FMO). GA's specialize in Commercial and IP, and FMO's focus on Medicare only. If you do not have a preference and do not select a GA or FMO, one will be assigned to you. Below is a list of our preferred partners.

Approved General Agencies

Note: If you do not have a preference and do not select a General Agency, one will be assigned to you.

Approved FMO Agencies

Note: If you do not have a preference and do not select an FMO for Medicare business, one will be assigned to you.