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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.

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Date Topic Title Type of Resource
2013-09 Regulatory Standards FAQ: Clarification of Web-broker Regulatory Standards at 155.220(c)(4) General Resources
2015-02 Application Fees FAQ: Agents and Brokers (Including Web-brokers) and Application Fees General Resources
2015-03 FFE User ID FAQ: FFE User ID Submission General Resources
2015-04 Mandatory Standardized Disclaimers Guidance for Web-brokers on Displaying Mandatory Standardized Disclaimers General Resources
2015-04 Online Consumer Functionality FAQ: Agents and Brokers (Including Web-brokers) and Federally-facilitated Marketplace (FFM) Online Consumer Functionality General Resources
2016-01 Frequently Used Terms - English Marketplace Frequently Used Terms – English Guidance
2016-01 Frequently Used Terms - Spanish Marketplace Frequently Used Terms – Spanish Guidance
2016-01 Affordable Care Act Affordable Care Act Tax Provisions for Individuals and Families Guidance
2016-01 Online Enrollment Functionality Agents and Brokers (Including Web-brokers) and Federally-facilitated Marketplace (FFM) Online Enrollment Functionality Guidance
2016-05 2017 Letter to Issuers Final 2017 Letter to Issuers in the Federally-facilitated Marketplace Guidance
2016-03 Agent and Broker Guidance Open Enrollment and Beyond: The Role of Agents and Brokers in the FFM After Open Enrollment Guidance
2016-03 Notice of Benefit and Payment Parameters for 2017 CMS–9937–F: Patient Protection and Affordable Care Act; HHS Notice of Benefit and Payment Parameters for 2017; Final Rule Regulations
2016-03 Complex Enrollment Scenarios Assisting Consumers with Complex Situations Webinar Slides
2016-05 Protecting Personally Identifiable Information Protection Requirements and Appropriate Usage of Consumer’s Personally Identifiable Information (PII) Webinar Slides
2016-05 Internal Claims and Appeals and External Reviews Internal Claims and Appeals and External Review Processes Overview General Resources
2016-05 Amendments to Special Enrollment Periods CMS–9933–IFC: Patient Protection and Affordable Care Act; Amendments to Special Enrollment Periods and the Consumer Operated and Oriented Plan Program Regulations
2016-07 Interactions with FFM Agents and Broker Interactions with the FFM and Qualified Health Plan Issuers Video Video
2016-07 Corporate Entity How to Add an Agent, Broker, or Web-broker Corporate Entity’s NPN to the FFM Registration Completion List Video
2016-08 SHOP SHOP: Health Insurance for Small Business Video
2016-08 Enrollment Manual FFM and FF-SHOP Enrollment Manual Guidance
2016-08 Complex Enrollment Scenarios Common Complex Scenarios: Consumers Who Receive an Offer of Employer-Sponsored Coverage Webinar Slides
2016-09 Rights as a Consumer Know Your Rights General Resources
2016-11 Protection from Fraud Protect Yourself from Fraud General Resources
2016-09 Building your Business Sell Marketplace Insurance, Build Your Business Video
2016-09 Complex Enrollment Scenarios Common Complex Scenarios: Consumers Who Receive an Offer of Employer-sponsored Coverage General Resources
2016-09 Complex Enrollment Scenarios Complex Cases: Assisting Victims of Domestic Violence General Resources
2016-10 Becoming a Web-broker Processes and Guidelines for Becoming a Web-broker in the Federally-facilitated Exchanges Webinar Slides
2016-10 Application Walkthrough 2017 Marketplace Application Walkthrough Video
2016-10 Web-brokers Registered with FFMs Guidance for Web-brokers Registered with the FFMs General Resources
2016-11 Choosing a Marketplace Plan 5 Questions to Ask Yourself When Choosing a Plan General Resources
2016-11 Employer-sponsored Coverage Losing Job-based Coverage General Resources
2016-11 Agent and Broker Guidance Role of Agents, Brokers, and Web-brokers in the Health Insurance Marketplace Guidance
2016-11 Helping Young Adults Enroll Help Young Adults Get Covered Fact Sheet General Resources
2016-12 Agent and Broker Guidance Agent and Broker Roadmap to Resources Guidance
2016-12 Notice of Benefit and Payment Parameters for 2018 Patient Protection and Affordable Care Act; HHS Notice of Benefit and Payment Parameters for 2018 Regulations
2016-12 Building your Business How Selling Marketplace Plans Builds Your Business Video
2017-01 Agent and Broker Compensation Frequently Asked Questions on Agent/Broker Compensation and Discriminatory Marketing Practices Guidance
2017-01 Application Walkthrough Application Spotlight: Income General Resources
2017-01 Serving Special Populations Serving Special Populations: Consumers with Disabilities General Resources
2017-01 Serving Special Populations Serving Special Populations: Immigrants General Resources
2017-01 Stand Alone Dental Plans Stand Alone Dental Plans General Resources
2017-01 Serving Special Populations Working with American Indians and Alaska Natives General Resources
2017-02 Online FFM Functionality FAQ: Agents and Brokers (Including Web-brokers) and FFM Online Consumer Functionality: Addendum General Resources
2017-02 Tax Preparedness Tax Season Readiness: An Overview for Agents and Brokers Webinar Slides
2017-03 Employer-sponsored Coverage Application Spotlight: Employer-Sponsored Coverage General Resources
2017-02 Serving Special Populations Serving Special Populations: Incarcerated and Recently Released Consumers General Resources
2017-03 Periodic Data Matching Medicaid/CHIP Periodic Data Matching (PDM): An Overview for Agents and Brokers  Webinar Slides
2017-03 Agent and Broker Guidance Marketplace Agent and Broker Toolkit: Standard Operating Procedures Manual for Agents and Brokers in the Individual Marketplaces General Resources
2017-04 Special Enrollment Period Plan Year 2017 Special Enrollment Periods (SEP): Overview for Agents and Brokers Webinar Slides
2017-04 Periodic Data Matching Medicaid/CHIP Periodic Data Matching (PDM) Stop Advance Payments of the Premium Tax Credit (APTC): Overview for Agents and Brokers Webinar Slides
2017-04 Marketplace Stabilization Act Patient Protection and Affordable Care Act; Market Stabilization; Final Rule Regulations
2017-12 Medicare Medicare and the Marketplace Webinar Slides
2017-05 Single Site Application Direct Enrollment Proxy Direct Enrollment Pathway for 2018 Individual Market Open Enrollment Period Guidance
2017-05 News for Agents and Brokers News for Agents and Brokers - May 2017 Newsletter
2017-06 Periodic Data Matching Summer 2017 Periodic Data Matching (PDM) for Consumers with Medicare: An Overview for Agents and Brokers Webinar Slides
2017-06 News for Agents and Brokers News for Agents and Brokers - June 2017 Newsletter
2017-06 Special Enrollment Period Overview: Special Enrollment Period Pre-Enrollment Verification (SEPV) Process Webinar Slides Webinar Slides
2017-06 Special Enrollment Period Special Enrollment Period Pre-Enrollment Verification (SEPV) Notices General Resources
2017-06 Initial Warning Notice Consumer Action Needed - Initial Warning Notices Sent to Consumers Who May Be Enrolled in Marketplace Coverage with APTC/CSRs and Medicaid or CHIP General Resources
2017-06 How To Submit Documents How to Submit Documents General Resources
2017-06 Special Enrollment Period 5 Things Agents and Brokers Should Know About SEP Verification Issues (SVI) General Resources
2017-07 News for Agents and Brokers News for Agents and Brokers - July 2017 Newsletter
2018-08 Avoiding Duplicate CMS Accounts Avoiding the Creation of a Duplicate CMS Enterprise Portal Account  General Resources
2017-09 Marketplace Verification of Citizenship Marketplace Verification of Citizenship and Immigration Status Webinar Slides
2017-08 News for Agents and Brokers News for Agents and Brokers - August 2 Edition Newsletter
2017-08 News for Agents and Brokers News for Agents and Brokers - August 16 Edition Newsletter
2017-08 News for Agents and Brokers News for Agents and Brokers – August 31, 2017 Newsletter
2017-08 Special Enrollment Period Special Enrollment Period Pre-Enrollment Verification (SEPV): Phase 2 Overview Webinar Slides Webinar Slides
2017-08 Special Enrollment Period Understanding Special Enrollment Periods General Resources
2017-08 Special Enrollment Period Special Enrollment Period Verification Phase 2: Helping Consumers Resolve Additional SVI Types General Resources
2017-09 Eligibility Marketplace Eligibility Appeals: Eligibility Appeals Process Overview General Resources
2017-09 News for Agents and Brokers News for Agents and Brokers - September 13, 2017 Newsletter
2017-09 News for Agents and Brokers News for Agents and Brokers – September 29, 2017 Newsletter
2017-09 2018 Marketplace Updates CMS Marketplace Updates for Agents & Brokers webinar slides Webinar Slides
2017-09 Complex Enrollment Scenarios Complex Case Role Play: Assisting Consumers with Removing Deceased Family Members from a Marketplace Application General Resources
2017-10 Marketplace Privacy Marketplace Privacy & Security Requirements for Agents and Brokers Webinar Slides
2017-10 News for Agents and Brokers News for Agents and Brokers - October 17 Newsletter
2017-10 News for Agents and Brokers News for Agents and Brokers – October 31, 2017 Newsletter
2017-10 2018 Marketplace Updates Making the Most of Your Marketplace Participation During This Open Enrollment Period Webinar Slides
2017-10 Complex Enrollment Scenarios Complex Cases: Calculating Past-Due Premium Payments and Resolving Data Matching Issues Webinar Slides
2017-10 2018 Marketplace Updates Preparing for Plan Year 2018 Open Enrollment Webinar Slides
2017-11 Direct Enrollment Partners Direct Enrollment Partners Using Single Site Application General Resources
2018-07 FFE Web-broker List Public 2018 FFE Web Broker Entity List General Resources
2017-11 Application Walkthrough Application Spotlight: Family and Household Composition General Resources
2017-11 SHOP Changes Overview of Proposed Changes to SHOP Enrollment Webinar Slides
2017-11 Application Checklist Marketplace Application Checklist General Resources
2017-11 Consumers Without Email Assisting Consumers Without an Email Address: Frequently Asked Questions Guidance
2017-11 News for Agents and Brokers News for Agents and Brokers – November 15, 2017 Newsletter
2017-11 News for Agents and Brokers News for Agents and Brokers – November 29, 2017 Newsletter
2018-07 Help On Demand Tips for Maximizing Your Participation in Help On Demand General Resources
2017-07 NPN NPN Validation FAQS General Resources
2018-08 Help On Demand Help On Demand Overview General Resources
2012-2015 Archived Resources Archived Regulations from 2012 - 2015 Regulations
2013-2017 Archived Resources Archived Additional Resources from 2013 - 2017 General Resources
2015 Archived Resources Archived Guidance from 2015 Guidance
2016 Archived Resources Archived Previous Webinars From 2016 Webinar Slides
2016-2017 Archived Resources Archived Newsletters Newsletter
2016-08 SHOP Calculating FTEs Who Can Use the SHOP Small Business Health Care Tax Credit & Premium Assistance Programs General Resources
2018-02 COBRA/QSEHRA COBRA Overview and QSEHRA Assistance Webinar Slides
2018-02 Special Enrollment Period Special Enrollment Periods: An Overview for Marketplace Agents and Brokers Webinar Slides
2018-01 News for Agents and Brokers News for Agents and Brokers – January 31, 2018 Newsletter
2018-01 News for Agents and Brokers News for Agents and Brokers – January 17, 2018 Newsletter
2018-01 News for Agents and Brokers News for Agents and Brokers – January 3, 2018 Newsletter
2017-10 Data Matching Issues (DMIs) Helping Consumers Resolve Data Matching Issues (DMIs) Webinar Slides
2017-09 APTC/CSR APTC/CSR Basics Webinar Slides
2017-09 Marketplace Quality Rating Program Health Insurance Marketplace Quality Rating Information (Pilot Program) Webinar Slides
2018-03 Resources Review of Resources, Help Desks, and Call Centers for Marketplace Agents and Brokers Webinar Slides
2018-03 News for Agents and Brokers News for Agents and Brokers – February 28, 2018 Newsletter
2018-03 News for Agents and Brokers News for Agents and Brokers – February 15, 2018 Newsletter
2018-08 Help Desks Agent/Broker Help Desks General Resources
2017-12 News for Agents and Brokers News for Agents and Brokers – December 13, 2017 Newsletter
2018-03 News for Agents and Brokers News for Agents and Brokers – March 14, 2018 Newsletter
2018-06 Marketplace Assisters Tips for Working with Marketplace Assisters General Resources
2018-06 Marketplace Requirements Overview of Marketplace Requirements for Agents and Brokers General Resources
2018-04 Identity Proofing Assist Your Clients with Identity Proofing in the Marketplace General Resources
2018-05 Agent and Broker Compensation Agent and Broker Compensation for Marketplace Enrollments General Resources
2018-04 News for Agents and Brokers News for Agents and Brokers – April 11, 2018 Newsletter
2018-04 Resources Assisting Clients with Transitions To and From Employer-Sponsored Coverage Webinar Slides
2018-04 SHOP Changes Overview of Changes to SHOP Enrollment Webinar Slides
2018-04 News for Agents and Brokers News for Agents and Brokers – April 25, 2018 Newsletter
2018-04 Address Validation Tips for Address Validation General Resources
2018-05 News for Agents and Brokers News for Agents and Brokers – May 11, 2018 Newsletter
2018-05 Compliance with Marketplace Requirements Compliance with Marketplace Requirements: Considerations for Agents and Brokers Webinar Slides
2018-05 News for Agents and Brokers News for Agents and Brokers – May 23, 2018 Newsletter
2018-04 Payment Notice Overview of Final 2019 Payment Notice General Resources
2018-04 APTC Working With Consumers that have NOT Filed or Reconciled APTC from Prior Years: Overview of the FTR Recheck Process General Resources
2018-06 News for Agents and Brokers News for Agents and Brokers – June 19, 2018 Newsletter
2018-06 Rural Consumers Assisting Rural Consumers Webinar Slides
2018-06 Privacy and Security Part II: Marketplace Privacy & Security Requirements for Agents and Brokers Webinar Slides
2018-06 MLMS Closing Quick Tips - Marketplace Learning Management System Closing for Plan Year 2018 Registration and Training General Resources
2018-07 Plan Year 2019 Registration and Training Guide to Plan Year 2019 Marketplace Registration and Training for New Agents and Brokers Tip Sheet
2018-07 Plan Year 2019 Registration and Training Guide to Plan Year 2019 Marketplace Registration and Training for Returning Agents and Brokers Tip Sheet
2018-08 Cancelling or Terminating Coverage Cancelling or Terminating Consumer Marketplace Coverage General Resources
2018-07 Plan Year 2019 Health Insurance Marketplace Registration & Training Plan Year 2019 Health Insurance Marketplace Registration & Training for Returning Agents and Brokers (Slides) Webinar Slides
2018-07 Plan Year 2019 Health Insurance Marketplace Registration & Training Plan Year 2019 Health Insurance Marketplace Registration & Training for New Agents and Brokers (Slides) Webinar Slides
2018-07 Computer Configuration Requirements MLMS Quick Reference Guide: Plan Year 2019 Computer Configuration Requirements  General Resources
2018-07 Marketplace Job Aid Marketplace Agent and Broker Agreements Job Aid General Resources
2018-07 News for Agents and Brokers News for Agents and Brokers – July 11, 2018 Newsletter
2018-08 News for Agents and Brokers News for Agents and Brokers – August 1, 2018 Newsletter
2018-07 Plan Year 2019 Marketplace Registration and Training Process Workflow Agent and Broker Plan Year 2019 Marketplace Registration and Training Process Workflow General Resources
2018-08 CMS-Approved Vendor Training States Offering Continuing Education Unit (CEU) Credits for 2019 Vendor Training Guidance
2018-08 CMS-Approved Vendor Training Pricing for Plan Year 2019 CMS-approved Vendor Training Guidance
2018-08 News for Agents and Brokers News for Agents and Brokers – August 15, 2018 Newsletter
2018-09 Help On Demand Help On Demand Training and Registration Guide Guidance
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