The Center for Consumer Information & Insurance Oversight
Plan Year 2020 Registration and Training
Plan Year 2020 Marketplace Registration and Training is Live
Plan year 2020 Marketplace registration and training for agents and brokers is now available on the Centers for Medicaid Services (CMS) Enterprise Portal!
Check out this presentation to learn more about the plan year 2020 registration and training process! (PDF)
Annual Marketplace Registration and Training Requirements
New Agents and Brokers
Agents and brokers who are new to the Marketplace this year, or who did not complete plan year 2019 registration and training, are required to take the full Individual Marketplace training for plan year 2020. You can take Individual Marketplace training either through the Marketplace Learning Management System (MLMS) or the CMS-approved vendor.
Returning Agents and Brokers
Agents and brokers who completed plan year 2019 Individual Marketplace registration and training will be eligible to take shorter training for plan year 2020, as well as optional review modules.
Returning agents and brokers can take training either through the MLMS or the CMS-approved vendor regardless of how they completed the plan year 2019 training.
Help On Demand for Agents and Brokers
Help On Demand is a real-time consumer assistance referral system operated by BigWave Systems that connects consumers seeking assistance with Marketplace-registered, state-licensed agents and brokers in their area who can provide immediate assistance with Marketplace plans and enrollments. The Help On Demand technology is hosted by BigWave Systems. Only agents and brokers who have completed Marketplace training and registration are eligible to participate in Help On Demand. For more information and resources on Help On Demand, visit the Help On Demand page.
Small Business Health Options Program (SHOP)
To participate in SHOP, agents and brokers must complete an MLMS profile and execute the SHOP Privacy and Security Agreement. Agents and brokers are strongly encouraged to complete the associated training and exams, but it is not required.
For more information about participating in SHOP here.
CMS-Approved Vendor Training Option
Agents and brokers may choose to take training through the CMS-approved vendor to earn continuing education unit (CEU) credits. For plan year 2020, training is offered by America's Health Insurance Plans, Inc. (AHIP). This vendor may charge a fee to participate in training and is required to offer CEU credits in a minimum of five states where the Marketplace operates. These CEUs can be used to meet state licensure requirements for continuing education.
Agents and brokers must access CMS-approved vendor training via the CMS Enterprise Portal.
Note: If you complete Marketplace training with AHIP, you are still required to execute the applicable Agreement(s) with CMS on the MLMS prior to assisting consumers seeking to enroll in health coverage through the Marketplace.
SHOP training is available only on the MLMS. AHIP does not offer the SHOP curriculum as part of its plan year 2020 Marketplace training. If you complete Individual Marketplace training through AHIP and are interested in the SHOP, you must return to the MLMS to complete SHOP training.
Key Registration and Training Resources
- October 2019
- August 2019
- New Agents' and Brokers' Guide to Plan Year 2020 Marketplace Registration and Training (PDF)
- Plan Year 2020 Health Insurance Marketplace Registration and Training for New Agents and Brokers (PDF)
- Returning Agents' and Brokers' Guide to Plan Year 2020 Marketplace Registration and Training (PDF)
- Agent and Broker Plan Year 2020 Marketplace Registration and Training Process Workflow
- June 2019
- August 2017
Agent and Broker Federally-facilitated Marketplace (FFM) Registration Completion List
The Agent and Broker FFM Registration Completion List (RCL) contains the National Producer Numbers (NPNs) for agents and brokers who have completed Marketplace registration for plan year 2019. CMS posts this list as frequently as daily. All NPNs are self-reported by the agent or broker during Marketplace registration, and should be validated against state and/or other The National Association of Insurance Commissioners (NAIC) records to confirm state licensure.
The Agent and Broker FFM Registration Termination List (RTL) contains the NPNs for agents and brokers whose FFM agreements and registration for the 2018 plan year have been terminated by CMS. Termination is described in regulation at 45 CFR 155.220(f)-(g).
Issuers, web-brokers, and agents and brokers can access the RCL and RTL by following the link below:
Issuers, web-brokers, and agents and brokers can access the RCL and RTL data dictionaries by following the links below:
For more information on the new RCL and RTL, review the slides from the June 15, 2016 webinar here (PDF).
Resources for Agents and Brokers
- Resources for Agents and Brokers in the Health Insurance Marketplaces
- General Resources
- Plan Year 2020 Open Enrollment
- Plan Year 2020 Registration and Training
- Web-brokers in the Health Insurance Marketplace
- Help On Demand
- Video Learning Center
- Issuer and DE Partner Directory
- Agent/Broker FAQs
- Agent/Broker Newsletters
- Agent/Broker Help Desks
- Registration Completion List
- Agent/Broker Marketplace Registration Tracker
- Registration Termination List
- Find Local Help