This feature is in beta – please share your feedback.
You can now quote and enroll clients in ancillary Dental, Vision & Hearing (DVH) plans directly through our platform – no separate portal needed.
DVH quoting & enrollment works much like MA and Supp:
Quote DVH plans from the client's Contact Profile – filter, sort, share, and save quotes the same way you do for MA & Supp.
Enrollment forms are pre-filled with details from the Contact Profile
Applications are submitted to the carrier with your agent NPN & Writing Number
Submitted enrollments are automatically tracked on the Contact Profile.
Available carriers
You can currently quote and enroll DVH plans with:
Humana
NCD by MetLife
Golden Rule (UnitedHealthcare)
Ameritas and NCD-VSP are coming soon – stay tuned!
Ready-to-sell (RTS)
ℹ️ Important: Unlike our other products, we don’t proactively verify RTS for DVH – we only verify state licensure. Instead, the carrier performs a real-time RTS check when you submit the application. If you aren’t RTS, the submission will fail.
Before enrolling, double-check that you’re appointed with the carrier and have entered the correct Writing Number on the Carriers page.
🔔Very important: When adding DVH carriers to your Carriers page, enter your Writing Number (also called Agent ID, SAN, etc) not your NPN. If you enter your NPN here, your DVH enrollment submission will be blocked.
Enrollment forms
Our DVH forms are generally short and streamlined, with few questions aside from basic details and banking information for payment.
Click into the images to see examples forms per carrier:
NCD Metlife | Humana | Golden Rule / UHC |
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Tips for successful enrollment
Carriers validate DVH applications when you submit them. To avoid failed submissions or processing delays, double-check:
Client address – Make sure it’s complete and valid.
Banking information – Verify routing and account numbers for EFT payments.
Client details – Confirm name, date of birth, and other information is accurate.
FAQ
Can anyone enroll in these plans, or only Medicare enrollees?
Anyone can enroll in these plans, regardless of age or Medicare eligibility. You don't need to also be enrolled in a Medicare plan – these are standalone Dental, Vision & Hearing plans available to anyone.
When will DVH enrollments appear in my carrier broker portal?
Enrollments typically appear in the carrier’s broker portal within 3–7 business days. To check sooner, contact the carrier’s broker support team.
How do I find my Writing Number?
It's important that you enter an accurate Writing Number (Agent ID) for DVH on your carriers page. If you're not sure what yours is, contact the carrier's broker support.
Questions? Contact support
Chat with the AI bot in the bottom right corner 24/7, or call (855) 521-4984, or email medicare-agents@healthsherpa.com with questions.