General Resources

This page contains a dynamic list of resources that provide helpful information for agents and brokers as well as web-brokers who enroll consumers in the Health Insurance Marketplace and small employers in Small Business Health Options Program (SHOP) health insurance. This list includes guidance, regulations, newsletters, previous webinar slides, quick reference guides, and more.

Search the list below for a topic or by keyword to find resources that are relevant to your questions. Click here to return to the Agent and Broker Landing Page.

Review a list and descriptions of all agent and broker resources in one document with the January 2020 Agent and Broker Resource catalog (PDF) available in PDF format and updated quarterly.


Showing 1-10 of 144 entries
Date Topic Title Type of Resource
2020-08 Help On Demand Managing Help On Demand Referrals Guidance
2020-08 Help On Demand, Help On Demand Training and Registration Guide Guidance
2020-08 NPN National Producer Number Validation Frequently Asked Questions Tip Sheet
2020-08 Vendor Training Pricing for Plan Year 2021 CMS-Approved Vendor Training Tip Sheet
2020-08 Registration and Training New or Returning Agent and Broker Registration and Training Process Workflow for Plan Year 2021 General Resources
2020-08 Registration and Training Returning Agents and Brokers Guide to Plan Year 2021 Marketplace Registration and Training Tip Sheet Tip Sheet
2020-08 Registration and Training Step by Step Slides Plan Year 2021 Health Insurance Marketplace Registration and Training for New Agents and Brokers Webinar Slides
2020-08 MLMS Update How to Update Your Language Selection on the Marketplace Learning Management System Tip Sheet
2020-08 Help On Demand Help On Demand: Update Your Profile Guidance
2020-08 Help On Demand Help On Demand Overview General Resources