Broker Support

Do you need help? We're here to support you.

Below you will find the right resources for help with agent of record changes, sign in issues, contact information changes, commission payment questions, appointments, and more.

Have a question, but not sure who to contact? Please email us at one of the addresses listed below and we'll connect you to the right resource.

Question or Issue Who to Contact
  • Sign In Issues
  • Reports to Web Issues — unable to see Commissions or groups

BrokerServices@optimahealth.com This link will open a new browser tab or window.
  • Name Change (Provide supporting documents)
  • Agent or Agency Profile/Address Changes
  • Moving Book of Business (i.e. in event of agent termination)
  • AOR (agent of record) Change — Group

Download AOR form This link will open a new browser tab or window.

HealthPlans@optimahealth.com This link will open a new browser tab or window.
  • AOR (agent of record) Change — Individual Product

Download AOR form This link will open a new browser tab or window.

IndividualSales@optimahealth.com This link will open a new browser tab or window.
  • Initial Setup of Electronic Payment / Remittance Enrollment Form and 
    View Commissions Online or Changing Bank Information

Learn how to sign up for electronic funds transfer (EFT)

Download EFT form This link will open a new browser tab or window.

EFT_ERA_Inquiry@sentara.com This link will open a new browser tab or window.
  • Commission Payment Issues or Questions

Download SF-W9 form This link will open a new browser tab or window.

BrokerInquiryMailbox@sentara.com This link will open a new browser tab or window.
  • Appointment Status
  • GA Transfer (agent transferring from one GA to another GA)
  • Agent Transfer — from one agency to another
  • Termination/Unappointment

Appointment@optimahealth.com This link will open a new browser tab or window.

For Medicare Agents

  • Sign-In/System Issues
  • Client Research Requests
  • Enrollment Assistance
  • Agency Transfers
  • Commission Inquiries
  • Medicare Appointments, Onboarding & Contracting
  • Annual Medicare Recertification

Request Support This link will open a new browser tab or window.

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