A licensed Take Command Advisor can help you compare health plans and choose the one that fits your needs. Requesting a call takes about 5 minutes. This guide walks you through each step.
Before you start
Have these ready so your Advisor can find the best plan options for you:
The email address on your Take Command account. The form only works with this email.
Your prescription medications, if any: the name, strength, and form of each (for example, 10 mg tablet).
Your doctors and providers, if any: their name, specialty, and the city or clinic where they practice.
Your current health coverage, if you have any.
A phone number where your Advisor can reach you.
Step 1: Request a call through the portal chat
Advisor calls are requested through the chat in your Take Command portal. You can also find these steps on the Take Command EE Resource page, under Enrollment Support.
Log in to the Take Command portal.
Open the chat icon in the bottom right corner of your portal.
Let us know how we can help. Ask a question, get help selecting a plan, or request an Advisor call. If a call is the best next step, the chat will give you a link to the scheduling form.
Click the link to open the Get Help Choosing Your Health Plan page.
Enter the email address on your Take Command account and click the search icon.
Step 2: Fill out the form
Your answers help your Advisor prepare before the call, so you spend less time on the phone. Questions marked with * are required.
Your contact details
Your email fills in automatically. Enter the best phone number to reach you. Your Advisor will call this number.
What you're looking for
Do you need a Spanish Speaker? Choose Yes to talk with an Advisor in Spanish.
Who are you shopping for? Just me, Me + spouse/partner, Me + child(ren), or Family.
Have you narrowed down your plan choices? Yes, I have a few plans in mind; No, I need help narrowing down my options; or Not sure.
What matters most to you when choosing a plan? Check everything that applies.
Your coverage and medications
What type of health coverage do you currently have? Pick the coverage you have right now, before your new plan starts. Choose Other if none fit.
Are there prescription medications you'd like us to consider? Yes, No, or Not Sure. If Yes, list each one on its own line with the name, strength, and form.
Your doctors
Are there specific doctors or providers you'd like us to consider? Yes, No, or Not Sure. If Yes, list each one on its own line with their name, specialty, and city or clinic. This helps your Advisor check which plans include them.
Anything else, and text reminders
Is there anything else you'd like to share? Optional. Add any questions or details you'd like your Advisor to know ahead of time.
Would you like a text notification before your call? Choose Yes and enter your mobile number to get a text when your Advisor is getting ready to call.
Then click Continue. If you see a red Please complete this required field message, scroll up to find the question you missed.
Step 3: Pick a time, or ask for the next available Advisor
You have two options.
Option 1: Book an appointment. You can book up to two weeks ahead.
Choose a day on the calendar. Use the arrows to see the next week.
Check the time zone shown under What time works? and make sure it matches where you are.
Choose a time. Calls last about 25 minutes.
Option 2: Request the next available Advisor. Don't see a time that works, or want to talk sooner? Click Request Next Available Advisor below the calendar. You'll join our queue, and the next available Advisor will call you. We'll email you when you're next in line.
Once you book, you'll see a confirmation screen with your appointment details.
What to expect after you book
When | What you'll get |
Right after you request your call | An email with how to prepare for your call |
The day of your appointment | A reminder email (booked appointments only) |
A few minutes before your call | A text letting you know your Advisor is getting ready to call (if you chose text notifications) |
How to prepare
☐ Sign in to your Take Command account and check that your name, date of birth, address, and tobacco use status are correct.
☐ If you're enrolling dependents, add them to your account with the same details.
☐ Have your household income information handy. Your Advisor may ask for it.
☐ Make sure calls from our number can reach you (see below).
Make sure our call gets through
Your Advisor will call you from 1-855-939-2334. Because it's an 855 number, some phones and carriers may block it or send it to voicemail as possible spam.
Save the number to your contacts as "Take Command Advisor." This is the easiest way to keep it from being blocked.
iPhone: in Settings, open Phone and make sure Silence Unknown Callers is turned off. Also check any call-blocking apps listed under Call Blocking & Identification.
Android: open the Phone app, go to Settings, and check Caller ID & spam (or Block numbers). Turn off spam filtering or make sure our number isn't blocked.
Your carrier: many carriers screen calls through their own app or settings, such as Verizon Call Filter, AT&T ActiveArmor, or T-Mobile Scam Shield. Open your carrier's app or account settings and allow calls from 1-855-939-2334.
The instructions above are provided as general guidance only. Phone settings and call-blocking features vary by device, operating system version, and wireless carrier, and may change over time. For specific instructions, please refer to your phone manufacturer or wireless carrier.
On the day of your call
We'll do our best to call at your scheduled time. Please allow up to 15 minutes after your start time for your Advisor to call. We want every employee to get the time and attention they need, which may occasionally cause a brief delay.
Need to reschedule or cancel? Email us at Advisory@takecommandhealth.com with your name and the appointment you'd like to change or cancel.
An Advisor call is here whenever you'd like extra support, and you're always welcome to shop and enroll on your own. We're happy to help either way!