Training Resources

Training Resources

• Content Requirement for Plan Finder
• Health Insurance Market Reform
  • Medical Loss Ratio
  • Review of Insurance Rates
  • Mental Health Parity
• Health Insurance Marketplaces
• Premium Stabilization Programs

Content Requirements for Plan Finder

Training Resources

• May 7, 2010
  Slides for Private Insurance Carrier Training (PDF) (PDF – 2 MB)
  Slides for Private Insurance Carrier Training (PPT – 2 MB)
  Slides for State Training (PDF) (PDF – 2 MB)
  Slides for State Training (PPT – 2 MB)
  Audio for States and High Risk Pools (MP3 – 17 MB)
  Transcript for State and High Risk Pools (PDF) (PDF – 282 KB)
  Audio for Private Insurance Carriers (MP3 – 13 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 263 KB)
• May 18, 2010
  Audio for States and High Risk Pools (MP3 –11 MB)
  Transcript for States and High Risk Pools (PDF) (PDF – 239 KB)
  Audio for Private Insurance Carriers (MP3 – 22 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 414 KB)
• August 13, 2010
  Slides for Private Insurance Carrier Training (Set I) (PPT – 1,743 KB)
  Slides for Private Insurance Carrier Training (Set II) (PPT – 1,518 KB)
  Audio for Private Insurance Carriers (MP3 – 15 MB)
  Transcript for Private Insurance Carriers (DOC) (DOC – 208 KB)
• August 16, 2010
  Audio States Discussion (MP3 – 5 MB)
  Transcript of State Discussion (DOC) (DOC – 69 KB)
• August 24, 2010
  Slides for Private Insurance Carrier Training (PPT – 2 MB)
  Audio for Private Insurance Carriers (MP3 – 22 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 186 KB)
• August 31, 2010
  Slides for Private Insurance Carrier Training (Set I and II) (PPT – 1,588 KB)
  Audio for Private Insurance Carriers (MP3 – 21 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 159 KB)
• October 5, 2010
  Slides for Private Insurance Carrier Training (PPT – 2,227 KB)
  Audio for Private Insurance Carriers (Part I) (WMA – 6 MB)
  Audio for Private Insurance Carriers (Part II) (WMA – 3 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 108 KB)
• October 12, 2010
  Slides for Private Insurance Carrier Training (PPT – 2,227 KB)
  Audio for Private Insurance Carriers (WMA – 3 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 74 KB)
• May 4, 2011
  Slides for Issuer Training on Updated HIOS Templates (PPT – 335 KB)
  Slides for Issuer Training on Updated CMP Templates (PPT – 2 MB)
  Audio for Private Insurance Carriers (MP3 – 17.4 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF – 134 KB)
• September 23, 2011
  Slides for Issuer Training on Small Group HIOS/RBIS Templates (PPT - 2 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF - 204 KB)
• September 28, 2011
  Slides for Issuer Training on Small Group HIOS/RBIS Templates (PPT - 2 MB)
  Transcript for Private Insurance Carriers (PDF) (PDF - 213 KB)
• December 2, 2011
  Slides for Issuer Training on Individual and Family Plans RBIS Templates (PDF) (PDF - 630 KB)
  Transcript for Issuers Training on Individual Family Plans RBIS (PDF) (PDF - 182 KB)
• January 20, 2012
  Slides for Issuer Training on Small Group RBIS Templates (PDF) (PDF – 29 KB)
• January 20, 2012
  Transcript for Issuers Training on Small Group RBIS Templates (PDF) (PDF – 75 KB)
• March 7, 2012
  Slides for Issuer Training on Individual and Family Plans RBIS Templates (PDF) (PDF - 110 KB)
• August 15, 2012
  Slides for Issuer Training on Combined HIOS and RBIS Submission Process (PDF) (PDF – 72 KB)
• February 25, 2013
  Slides for Issuer Training on HIOS Portal Overview Training (PDF) (PDF - 3.8 MB )
• May 28, 2014
  Slides for Issuer Training on RBIS Data Submission Training (PDF) (PDF – 1MB)
• April 22, 2016
  Slides for HIOS Portal Issuer Training (PPTX) (PDF – 5MB)
• June 13, 2016
  Slides for Multi-Factor Authentication (PDF)
• March 22, 2017
  Slides for HIOS Registration Training (PDF)  

Health Insurance Market Reforms

Presentations

• November 26, 2012
  Health Insurance Market Rules and Rate Review Notice of Proposed Rulemaking (PDF) (PDF – 587 KB)
• February 27, 2013
  Health Insurance Market Rules and Rate Review Final Rule (PDF) (PDF - 1 MB)
• December 28, 2016
  Federal Definitions for Health Insurance Products and Plans (PDF) (PDF – 557KB)
• December 9, 2022
  Contraceptive Coverage Requirements Under Section 2713 of the Public Health Service Act

Training Resources

• April 1, 2013
  Form Filing Instructions and HIOS Training Webinar Memo (PDF)
  Form Filing HIOS Training Slides (PDF)
• April 4, 2014
  Form Filing Instructions and HIOS Training Webinar Memo (PDF)
• February 20, 2015
  Form Filing Issuer Instruction Notice for Plan Year 2016 (PDF)
• May 27, 2015
  Federal PHS Act Market Conduct Examinations Webinar Slides (PDF)
• May 5, 2016
  2016 Form and Rate Filing Instructions and Health Insurance Oversight (HIOS) Technical Assistance for Plan Year 2017 (PDF)
• March 24, 2017
  Form and Rate Filing Instructions and Health Insurance Oversight System (HIOS) Technical Assistance for Plan Year 2018 (PDF)  
• April 25, 2018
  Form and Rate Filing Instructions and Health Insurance Oversight System (HIOS) Technical Assistance for Plan Year 2019 (PDF)  
• April 25, 2018
  Checklist for Non-Grandfathered Plan Form Reviews (PDF)  
• June 22, 2018
  Non-Grandfathered Student Health Insurance Coverage Provisions Compliance Checklist (PDF)  
• April 25, 2019
  Rate Filing Instructions for Plan Year 2020; Form Filing Instructions for System for Electronic Rates and Forms Filing (SERFF) Technical Assistance for Plan Year 2020 (PDF)  
• March 27, 2020
  Rate Filing Instructions for Plan Year 2021; Form Filing Instructions for System for Electronic Rates and Forms Filing (SERFF) Technical Assistance for Plan Year 2021 (PDF)
• April 8, 2021
  Rate Filing Instructions for Plan Year 2022; Form Filing Instructions for System for Electronic Rates and Forms Filing (SERFF) Technical Assistance for Plan Year 2021 (PDF)
• April 22, 2022
  Form Filing Instructions for System for Electronic Rates and Forms Filing (SERFF) for Plan Year 2023 (PDF)
• December 20, 2022
  Form Filing instructions for System for Electronic Rates and Forms Filing (SERFF) for Plan Year 2024 (PDF)

Medical Loss Ratio

Training Resources

• 2012 MLR HIOS and Annual Reporting Form Training Slides (PDF) [PDF – 5MB]
• 2013 MLR HIOS and Annual Reporting Form Training Slides (PDF)  [PDF – 1MB]
• 2013 MLR Training Announcement Memo (PDF) [PDF – 138KB]
• 2014 MLR Reporting Announcement Memo (PDF) [PDF – 137KB]
• 2014 MLR Training Announcement Memo (PDF) [PDF – 112KB]
• 2014 MLR HIOS and Annual Reporting Form Training (PDF) [PDF – 2MB]
• 2015 MLR Reporting Announcement Memo (PDF) [PDF – 120KB]
• 2015 MLR Training Announcement Memo (PDF) [PDF – 101KB]
• 2015 MLR HIOS and Annual Reporting Form Training Slides (PDF) [PDF – 3,172KB]
• 2016 MLR Reporting Announcement Memo (PDF)  
• 2016 MLR Training Announcement Memo (PDF)  
• 2016 MLR HIOS and Annual Reporting Form Training Slides (PDF)  
• 2017 MLR Reporting Announcement Memo (PDF)  
• 2017 MLR Training Announcement Memo (PDF)  
• 2017 MLR HIOS and Annual Reporting Form Training Slides (PDF)  
• MLR Enforcement Examinations Slides (PDF)  
• 2018 MLR Reporting Announcement Memo (PDF)  
• 2018 MLR Training Announcement Memo (PDF)  
• 2018 MLR HIOS and Annual Reporting Form Training Slides (PDF)  
• 2019 MLR Reporting Announcement Memo  (PDF) 
• 2019 MLR Training Announcement Memo (PDF) 
• 2019 MLR HIOS and Annual Reporting Form Training Slides (PDF)
• 2020 MLR HIOS and Annual Reporting Form Training Slides (PDF)
• 2021 MLR Reporting Announcement Memo (PDF)
• 2021 MLR Training Announcement Memo (PDF) 
• 2021 MLR HIOS and Annual Reporting Form Training Slides (PDF)
• 2022 MLR Reporting Announcement Memo (PDF)
• 2022 MLR Training Announcement Memo (PDF) 

Review of Insurance Rates

Training Resources

• July 29, 2011
  Rate Review Instructions Manual: State Rate Review Determination Instructions and Reporting Requirements (PDF) (PDF – 56 KB)
  Rate Review Instructions Manual: Health Insurance Issuer Reporting Requirements (PDF) (PDF – 227 KB)
  Rate Review Training Slides: States (PDF) (PDF – 1,146 KB)
  Rate Review Training Slides: Issuer Module 1 (Reporting Requirements) (PDF) (PDF – 3,084 KB)
  Rate Review Training Slides: Issuer Module 2 (Preliminary Justification) (PDF) (PDF – 311 KB)
  Rate Review Training Slides: Issuer Module 3 (Subject to Review Threshold) (PDF) (PDF – 230 KB)
  Rate Review Training Transcript: States (PDF) (PDF – 95 KB)
  Rate Review Training Transcript: Issuer Module 1 (Reporting Requirements) (PDF) (PDF – 114 KB)
  Rate Review Training Transcript: Issuer Module 2 (Preliminary Justification) (PDF) (PDF – 61 KB)
  Rate Review Training Transcript: Issuer Module 3 (Subject to Review Threshold) (PDF) (PDF – 89 KB)
• August 1, 2011
  Rate Review Training:  Technical FAQs - Set 1
• October 24, 2011
  Rate Review Training: Technical FAQs - Set 2
• October 12, 2012 (previously posted August 1, 2011)
  Rate Review System: Technical HIOS Instructions for States and Health Insurance Issuers (updated) (PDF – 8 MB) (PDF)
• March 25, 2015
  • HIOS URR User Manual (for single risk pool plans (PDF)) (v6.1.0) (PDF – 3,583 KB)
• April 29, 2015
  • Issuer URR Training Slides for the 2016 Plan Year (PDF) (PDF – 2.97 MB)
  • State URR Training Slides for the 2016 Plan Year (PDF) (PDF – 2.18 MB)

Mental Health Parity

Training Resources

• September 3, 2021
  Health Insurance Issuers and NQTL Comparative Analysis Reviews for MHPAEA Compliance (PDF) 

  Health Insurance Marketplaces

  Presentations

  • September 2011
    State Exchange Grantee Meeting Materials
  • March 2012
    Affordable Insurance Exchanges Final Rule (PDF) (PDF - 749 KB)
  • May 2012
    System-wide Exchange Conference Materials
  • November 26, 2012
    EHB/AV/Accreditation Notice of Proposed Rulemaking (PDF) (PDF – 593 KB)
  • January 3, 2013
    State Partnership Exchange (PDF) (PDF – 267 KB)
  • February 25, 2013
    EHB/AV/Accreditation Final Rule (PDF) (PDF - 549 KB)
  • May 13, 2013
    MV Calculator (PDF) (PDF - 343 KB)
  • May 14, 2013
    Navigators and Other Marketplace Assistance Programs (PDF)  (PDF - 923 KB)
  • October 27, 2017
    Essential Health Benefits: Proposed Policy Changes (PDF)  

         Resources

• • December 3, 2015
    Issuer Plan Submissions and Displays (PDF) (PDF – 192 KB))
•  

• Premium Stabilization Programs

  Presentations

  • March 23, 2012
    Reinsurance, Risk Corridors, and Risk Adjustment Final Rule (PDF) (PDF – 361 KB)
  • November 30, 2012
    Proposed Notice of Benefit and Payment Parameters for 2014 (PDF) (PDF – 531 KB)
  • March 11, 2013
    HHS Notice of Benefit and Payment Parameters for 2014 (PDF) (PDF - 447 KB)
  • March 25, 2013
    CSR Reconciliation (PDF) (PDF - 741 KB)