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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.

NEW! Review a list and descriptions of all agent and broker resources in one document with the April 2019 Agent and Broker Resource catalog available in PDF format and updated quarterly.

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Date Topic Title Type of Resource
2016-01 Frequently Used Terms - English Marketplace Frequently Used Terms – English Guidance
2016-01 Frequently Used Terms - Spanish Marketplace Frequently Used Terms – Spanish Guidance
2016-05 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
2018-04 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
2019-01 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
2018-09 Rights as a Consumer Know Your Rights General Resources
2018-08 Protection from Fraud Protect Yourself from Fraud General Resources
2016-09 Complex Enrollment Scenarios Common Complex Scenarios: Consumers Who Receive an Offer of Employer-sponsored Coverage General Resources
2018-10 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
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 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
2017-03 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 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 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
2017-06 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
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 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 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 Complex Enrollment Scenarios Complex Cases: Calculating Past-Due Premium Payments and Resolving Data Matching Issues Webinar Slides
2019-07 FFE Web-broker List Public 2019 FFE Web Broker Entity List General Resources
2017-11 Application Walkthrough Application Spotlight: Family and Household Composition General Resources
2018-09 Application Checklist Marketplace Application Checklist General Resources
2017-11 Consumers Without Email Assisting Consumers Without an Email Address: Frequently Asked Questions Guidance
2018-09 Help On Demand Tips for Maximizing Your Participation in Help On Demand General Resources
2017-07 NPN NPN Validation FAQS General Resources
2018-09 Help On Demand Help On Demand Overview General Resources
2016-2018 Archived Resources Archived Newsletters Newsletter
2017-11 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 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
2019-03 Help Desks Agent/Broker Help Desks General Resources
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 Regulations
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
2018-07 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
2018-10 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
2018-09 News for Agents and Brokers News for Agents and Brokers – September 14, 2018 Newsletter
2018-09 2019 Marketplace Improvements Agent and Broker Roadmap to Marketplace Improvements Video
2018-09 News for Agents and Brokers News for Agents and Brokers – September 27, 2018 Newsletter
2018-10 News for Agents and Brokers News for Agents and Brokers – October 12, 2018 Newsletter
2018-10 Help On Demand Help On Demand for Agents and Brokers: Webinar Slides Webinar Slides
2018-10 Redederminations and Re-enrollments Assisting Consumers with Redeterminations and Re-enrollments Webinar Slides
2018-10 Maintenance Window 2019 Open Enrollment Period HealthCare.gov Scheduled Maintenance Windows General Resources
2018-10 Plan Year 2019 Open Enrollment Preparing for Plan Year 2019 Open Enrollment Webinar Slides
2018-10 Help On Demand Help On Demand: Update Your Profile Guidance
2018-10 Helping Consumers Apply and Enroll Helping Consumers Apply and Enroll Webinar Slides
2018-10 Help on Demand New Help On Demand Features for Plan Year 2019 Guidance
2019-01 Agent and Broker Video Series Agent and Broker Learning On Demand Companion Guide General Resources
2018-10 News for Agents and Brokers News for Agents and Brokers - October 30, 2018 Newsletter
2018-11 Privacy and Security New Marketplace Agent/Broker Privacy and Security FAQ General Resources
2018-10 Consumer Outreach Consumer Outreach Webinar Slides
2018-11 News for Agents and Brokers News for Agents and Brokers - November 8, 2018 Newsletter
2018-11 Enhanced Direct Enrollment FAQ for Enhanced Direct Enrollment 2019 General Resources
2018-11 Enhanced Direct Enrollment Enhanced Direct Enrollment Fact Sheet General Resources
2018-11 News for Agents and Brokers News for Agents and Brokers - November 21, 2018 Newsletter
2018-12 Enhanced Direct Enrollment Pathways for Agents and Brokers to Assist Consumers Enrolling in Marketplace Coverage Webinar Slides
2018-12 Medicare & the Health Insurance Marketplace Medicare & the Health Insurance Marketplace Guidance
2018-12 Annual Re-Enrollments Frequently Asked Questions for How to Ensure You Get Credit for Assisting with Annual Re-enrollments General Resources
2018-12 News for Agents and Brokers News for Agents and Brokers - December 13, 2018 Newsletter
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Welcome Address Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Complex Case Scenarios Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Agent & Broker Support Desks Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Privacy & Security Standards Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Circle of Champions Recognition Program Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Tools for Maximizing Marketplace Enrollments Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Enrollment Consumer Support Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Answers to Your Frequently Asked Questions Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Training and Registration Annual Requirements Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: Guide To Compensation Video
2019-01 Agent and Broker Video Series Agents & Brokers Learning On Demand: New Enrollment and Client Management Portals Video
2019-01 News for Agents and Brokers News for Agents and Brokers – January 18, 2019 Newsletter
2019-01 Help On Demand Managing Help On Demand Referrals Guidance
2019-01 Special Enrollment Period Review of Federally-Facilitated Marketplace Special Enrollment Periods and Plan Category Limitations Webinar Slides
2018-04 Patient Protection and Affordable Care Act CMS-9930-F: Patient Protection and ACA; HHS Notice of Benefit and Payment Parameters for 2019 Regulations
2019-02 News for Agents and Brokers News for Agents and Brokers - February 21, 2019 Newsletter
2019-03 Financial Assistance Agents and Brokers Help Your Clients Understand Eligibility for Financial Assistance Tip Sheet
2019-03 NPN How to Instruct Consumers to Insert Your NPN on Marketplace Applications Tip Sheet
2019-03 Resources April 2019 Marketplace Agent and Broker Resource Catalog General Resources
2019-03 New for Agents and Brokers News for Agents and Brokers - March 25, 2019 Newsletter
2019-04 Form 1095-A Form 1095-A: Questions and Answers for Agents, Brokers and Assisters Tip Sheet
2019-04 FTR Working With Enrollees Impacted by the Failure to File and Reconcile Recheck Process Tip Sheet
2019-05 News for Agents and Brokers News for Agents and Brokers -- April 17, 2019 Newsletter
2019-05 Eligibility Assisting Clients with Marketplace Eligibility Appeals Webinar Slides
2019-05 News for Agents and Brokers News for Agents and Brokers -- May 20, 2019 Newsletter
2019-06 MLMS Closing Quick Tips: Marketplace Learning Management System Closing for Plan Year 2019 Registration and Training General Resources
2019-07 Agent and Broker Summit Mastering Agent and Broker Compliance: Tips on Obtaining Consumer Consent and Appropriately Using CMS Marketplace Systems General Resources
2019-07 Agent and Broker Summit Medicare, Medicaid, and Children’s Health Insurance Program Periodic Data Matching General Resources
2019-07 Agent and Broker Summit Circle of Champions General Resources
2019-07 Agent and Broker Summit Compensation – Tips for Making Sure You Get Paid General Resources
2019-07 Agent and Broker Summit Exchange Applicants and Short-Term Limited Duration Insurance – What’s Your Role? General Resources
2019-07 Agent and Broker Summit Overview of Plan Year 2020 Registration and Training for Agents and Brokers and Resources to Master the Marketplace General Resources
2019-07 Agent and Broker Summit Working with Navigators and Other Assisters General Resources
2019-07 Agent and Broker Summit Demystifying Consumer Documentation Requirements: An Overview of Data Matching Issues and Special Enrollment Period Verification Issues General Resources
2019-07 Agent and Broker Summit State Relief and Empowerment Waivers General Resources
2019-07 Agent and Broker Summit Individual Coverage Health Reimbursement Arrangements and the Marketplace General Resources
2019-07 Agent and Broker Summit Maximize Marketplace Enrollments by Leveraging Find Local Help and Help On Demand General Resources