Dental and Vision Broker FAQ

Group Policies
Access your inforce group dental and vision cases in the producer portal to make eligibility changes. If the group is on an EDI file, eligibility changes must be submitted via the electronic file feed. If you have eligibility questions or need assistance, contact group_assistants@ameritas.com or call 800-659-2223.

Individual Policies
To add a dependent to an existing individual dental or vision policy, send an email to cs@ameritas.com. Be sure to include the existing member ID, along with the dependent’s name, date of birth and relationship.

All health-related forms, including enrollment forms for group dental and vision products, are on the Health Forms / Disclosures page.

Your client can contact Sales Connect at salesconnect@ameritas.com or call 888-336-7601. There is also a chat function on your shopping site. Your client will need to mention that they are working with you as their agent.

Yes, individuals can enroll on their own through your unique shopping link, or you can complete the online enrollment for them. You will need all of your client’s – and any dependents’ – information including their name, date of birth, address, email and payment information.

Access your inforce group dental and vision cases in the producer portal for billing statements and other policy documents. If you have billing questions or need assistance, contact group_assistants@ameritas.com or call 800-659-2223.

Access your inforce group dental and vision cases in the producer portal to make eligibility changes. If the group is on an EDI file, eligibility changes must be submitted via the electronic file feed. If you have eligibility questions or need assistance, contact group_assistants@ameritas.com or call 800-659-2223.

Employees and individual policyholders have access to their dental and vision benefit information and ID cards in a member account. Full account services are available when accessing the account online through a web browser. They also may download the Ameritas Benefits member app for quick access to many of the same features. Learn more about the member account features available when accessing from the mobile app.

The member account can be accessed from the Sign In page.

Members do not need an ID card to use their dental or vision benefits. However, all members and individual policyholders can access their ID cards from their member account online or on a mobile device with the Ameritas Benefits member app.

Group Policies
Group members can create a member account to access their ID card after their policy is effective. They can also download the Ameritas Benefits member app and log in with the same user ID and password they use for their member account.

If needed, access your inforce dental and vision cases in the producer portal where you can send a secure email with an attachment of the ID card directly to the member.

Individual Policies
Individual clients who opted for electronic delivery can access their ID card in their member account after receiving the second confirmation email (about an hour after enrollment). They can also download the Ameritas Benefits member app and log in with the same user ID and password they use for their member account. Those who did not opt for electronic delivery will receive their documents in the mail within 7-10 days.

If needed, access your inforce dental and vision cases in the producer portal where you can send a secure email with an attachment of the ID card directly to the policyholder. Replacement ID cards can be ordered for those who did not opt for electronic delivery. You, or the policyholder, can order mailed ID cards by calling 800-300-9566, option 3, option 1. PLEASE NOTE: The automated phone system will ask for the 9-digit member ID or confirmation number/date of birth/last name.

The payment frequency is automatically set to monthly. Individual policyholders can change their frequency to quarterly, semi-annually or annually in their member account or by calling administration at 800-300-9566, option 3.

Individual policyholders can also update a payment method, an email address or phone number, a street address, and add or remove dependents in the member account.

The member account can be accessed from the Sign In page.

All plans continue until we receive a call or email to cancel their plan. They will receive a renewal letter each year with updated rates for the following year. Either you or your client may contact administration at cs@ameritas.com or call 800-300-9566, option 3, to request a termination.

You can also assist your client with terminating their coverage. In the producer portal, go to your inforce block, search for the individual client, and click on Terminate Policy.

The producer portal helps you build and retain your client base with quick access to your book of inforce dental and vision business, commission statements, small group quoting, individual shopping link, notification updates on plan changes and new cases, and more. Learn more about the producer portal.

In your producer portal, commission statements are under the Compensation tab. For further assistance, contact licensing at group_licensing@ameritas.com or call 800-300-9566, option 4.

In your producer portal, go to the Inforce Block section. For group clients, a table will display with a list of your group cases. For individual clients, search by name or member ID/confirmation number (minimum of three characters).

If you need assistance with the producer portal, contact agent services at agentservices@ameritas.com, call 855-517-5307, option 4, or use the chat feature when you are logged in to your account.

If you can’t see a group for which you are the current agent of record, contact the agent services team at agentservices@ameritas.com or call 855-517-5307, option 4.

If you quoted a new small group in the producer portal, you must also submit the sold case in your account. These sold cases offer straight-through processing and are normally issued within 1-3 business days. If you need help with quoting or submitting sold cases in the producer portal, contact agent services at agentservices@ameritas.com or call 855-517-5307, option 4.

If you quoted a new group with one of our group offices, work with the sales representative to submit a new case. New business cases submitted to our group offices go through our normal setup process and could take 10-15 business days for processing.

If you have a policy change request, work with your Ameritas sales representative to submit the request.

Complete this form to update your address and contact information.

Protect yourself while giving impeccable service to your customers. Read the communication policies before contacting anyone on behalf of Ameritas or Ameritas of New York by phone, fax, or email.