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.
Date | Topic | Title | Type of Resource |
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Cybersecurity
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Agent and Broker Leave Behind Resource: Protect Yourself from Marketplace Scams
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Tip Sheet
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Call Center
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Tips for Agents & Brokers When Using the Marketplace Call Center
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Tip Sheet
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Silver vs. Bronze
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Helping Consumers Choose the Best Plan
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Tip Sheet
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Marketplace Application
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Mastering the Marketplace Application and Helping Consumers Find the Right Plan
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Webinar Slides
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Marketing and Advertising
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Agent Broker and Web-broker Guidelines for Compliant Marketplace Advertising and Marketing
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Tip Sheet
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Open Enrollment
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Preparing for Plan Year 2025 Open Enrollment
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Webinar Slides
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Help On Demand
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Help On Demand for Plan Year 2025
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Webinar Slides
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Transitions in Coverage
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Medicaid Renewals and Transitions in Coverage
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Webinar Slides
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Payment Notice
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2025 Payment Notice
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Webinar Slides
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Compliance
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Marketplace Consumer Consent and Compliance
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Webinar Slides
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Registration and Training
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Plan Year 2025 Health Insurance Marketplace Registration & Training for New Agents and Brokers
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Webinar Slides
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Registration and Training
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Plan Year 2025 Health Insurance Marketplace Registration & Training for Returning Agents and Broker
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Webinar Slides
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Underserved Communities
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Historically Underserved Communities Teaching Guide
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General Resources
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Compliance
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Frequently Asked Questions: Consumer Consent & Application Review Requirements
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Frequently Asked Questions
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Help Desks
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Agent and Broker Marketplace Help Desks and Call Centers
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General Resources
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Help On Demand
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Help On Demand: Training and Registration Guide
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Tip Sheet
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Help On Demand
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Help On Demand: Tips for Maximizing Your Participation
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Tip Sheet
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Help On Demand
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Help On Demand: Update Your Profile
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Tip Sheet
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Help On Demand
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Help On Demand: Managing Referrals
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Tip Sheet
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Help On Demand:
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Help On Demand Training and Registration Guide (Spanish)
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Tip Sheet
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Help On Demand
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Help On Demand: Tips for Maximizing Your Participation (Spanish)
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Tip Sheet
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Help On Demand
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Help On Demand: Overview
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Tip Sheet
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Help On Demand
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Help On Demand: Managing Referrals (Spanish)
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Tip Sheet
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Help On Demand
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Help On Demand: Update Your Profile (Spanish)
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Tip Sheet
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Help On Demand
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Help On Demand: Overview (Spanish)
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Tip Sheet
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Taxes
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Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit, and Failure to File and Reconcile
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Webinar Slides
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Terminating Coverage and Appeals
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Ending Marketplace Coverage & Coverage Appeals
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Webinar Slides
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Duplicate Applications
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Duplicate Applications
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Webinar Slides
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Data Matching Issues
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Data Matching Issues (DMI)
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Webinar Slides
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Beyond Open Enrollment
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Beyond Open Enrollment - Helping Consumers Throughout Plan Year 2024
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Webinar Slides
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Transitions in Coverage (Unwinding)
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Agent and Broker Drop-In Article for Consumers Losing Medicaid or CHIP Coverage (Spanish)
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Tip Sheet
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Cybersecurity
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The Marketplace and Cybersecurity (Spanish)
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Webinar Slides
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Cybersecurity
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The Marketplace and Cybersecurity
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Webinar Slides
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Transitions in Coverage (Unwinding)
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Agent and Broker Drop-In Article for Consumers Losing Medicaid or CHIP Coverage
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Tip Sheet
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Compliance
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2024 Payment Notice FAQs: Consent and Application Review Documentation Requirements (Spanish)
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Frequently Asked Questions
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Compliance
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Consumer Consent & Application Review Guide
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Tip Sheet
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Family Glitch
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What Employers Need to Know About Affordability of Employer Coverage for Purposes of Eligibility for the Premium Tax Credit
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Tip Sheet
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Agent and Broker Video Series
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Streamlined Marketplace Application Drilldown – Applicant Offered Employer Sponsored Coverage
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Video
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Agent and Broker Video Series
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Guide to 2024 Marketplace Updates
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Video
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Agent and Broker Video Series
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Income Calculating Tool Walkthrough: Calculating Annual Income
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Video
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Agent and Broker Video Series
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What You Need to Know About Medicaid and the Unwinding Period
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Video
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Agent and Broker Video Series
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Streamlined Marketplace Application Walkthrough – Loss of Health Coverage SEP
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Video
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Agent and Broker Video Series
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Streamlined Marketplace Application Walkthrough – Household Not Seeking Financial Assistance
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Video
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New Agents and Brokers
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Welcome to the Marketplace: A Guide for New Agents and Brokers for Plan Year 2024
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Webinar Slides
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Registration and Training
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New Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training (Spanish)
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Tip Sheet
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Registration and Training
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Plan Year 2024 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers (Spanish)
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Webinar Slides
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Registration and Training
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Plan Year 2024 Health Insurance Marketplace Registration and Training for New Agents and Brokers (Spanish)
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Webinar Slides
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Policy and Operations
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Plan Year 2024 Marketplace Policy & Operations Updates
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Webinar Slides
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Group Coverage
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The Marketplace and Group Insurance Coverage
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Webinar Slides
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Terminating Coverage and Appeals
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When to Terminate Coverage for Consumers Transitioning from Marketplace Coverage to Medicare
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Tip Sheet
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Compliance
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CMS Model Consent Form for Marketplace Agents and Brokers (Spanish)
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Guidance
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Registration and Training
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Returning Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training (Spanish)
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Tip Sheet
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Transitions in Coverage (Unwinding)
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Transitions in Coverage Leave Behind Resource (Full Color)
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General Resources
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Transitions in Coverage (Unwinding)
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Transitions in Coverage Leave Behind Resource (Printer Friendly)
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General Resources
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Transitions in Coverage (Unwinding)
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Agent and Broker Toolkit for Transitions in Coverage
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General Resources
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Compliance
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2024 Payment Notice FAQs: Consent and Application Review Documentation Requirements
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Frequently Asked Questions
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Registration and Training
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Plan Year 2024 Health Insurance Marketplace Registration and Training for New Agents and Brokers
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Webinar Slides
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Registration and Training
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Plan Year 2024 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers
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Webinar Slides
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Registration and Training
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Returning Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training
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Tip Sheet
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Registration and Training
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New Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training
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Tip Sheet
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Cybersecurity
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Best Practices for Cybersecurity Phishing
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Tip Sheet
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Cybersecurity
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Best Practices for Cybersecurity Encryption
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Tip Sheet
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Compliance
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CMS Model Consent Form for Marketplace Agents and Brokers
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Guidance
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Financial Assistance
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Agents and Brokers Help Your Clients Understand Eligibility for Financial Assistance
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Tip Sheet
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Agent and Broker Summit
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Agent and Broker Summit: Marketplace Compliance and Agent/Broker Regulations
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Webinar Slides
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Agent and Broker Summit
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Agent and Broker Summit: Navigating the Medicaid Unwinding Period
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Webinar Slides
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Agent and Broker Summit
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Agent and Broker Summit: Welcome
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Webinar Slides
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Agent and Broker Summit
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Agent and Broker Summit: Expanding Your Reach
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Webinar Slides
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Agent and Broker Summit
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Agent and Broker Summit: Making Enrollment Decisions
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Webinar Slides
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Agent and Broker Summit
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Agent and Broker Summit: Eligibility Workshop
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Webinar Slides
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Agent and Broker Summit
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Agent and Broker Summit: Data Matching Issues Workshop
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Webinar Slides
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Cybersecurity
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Protecting Consumer Information & Practicing Cybersecurity Hygiene (Spanish)
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Tip Sheet
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Family Glitch
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Family Glitch FAQs (Spanish)
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Tip Sheet
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Marketplace to Medicaid
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Helping Consumers No Longer Eligible for Medicaid: What Marketplace Agents and Brokers Need to Know
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Webinar Slides
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Complex Case Scenarios
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Complex Case Scenarios (Spanish)
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Webinar Slides
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Cybersecurity
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Best Practices for Cybersecurity (Spanish)
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Tip Sheet
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Marketplace Application
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Enrolling Consumers the Right Way: Social Security Number (SSN) Requirements (Spanish)
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Tip Sheet
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Serving Special Populations
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Immigration & The Marketplace (Spanish)
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Webinar Slides
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Silver vs. Bronze
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Silver vs Bronze Plan Selection Cost-Comparison Scenario (Spanish)
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Tip Sheet
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Underserved Communities
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Reaching Consumers with Limited Internet Access
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Tip Sheet
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Silver vs Bronze
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Silver vs Bronze Plan Selection Cost-Comparison Scenario
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Tip Sheet
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Marketplace Application
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Enrolling Consumers the Right Way: Social Security Number (SSN) Requirements
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Tip Sheet
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Marketplace Agreements
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Understanding the Agent/Broker Agreements
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Webinar Slides
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Marketplace Application
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Avoiding Duplicate Applications
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Tip Sheet
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Family Glitch
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Affordability of Employer Coverage for Family Members of Employees
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Tip Sheet
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Family Glitch
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Family Glitch
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Webinar Slides
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Taxes
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Taxes Exemptions, Reconciling APTC, and Failure to File and Reconcile (Spanish)
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Spanish Resources
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Medicare
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Part B Immunosuppressive Drug Coverage
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Webinar Slides
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Protection from Fraud
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Protect Yourself from Fraud
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General Resources
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Underserved Communities
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Reaching Underserved Communities
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Webinar Slides
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Cybersecurity
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Best Practices for Cybersecurity
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Tip Sheet
|
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Complex Case Scenarios
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Complex Case Scenarios
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Webinar Slides
|
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Choosing a Marketplace Plan
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Questions to Ask Yourself When Choosing a Plan
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General Resources
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Medicare & the Health Insurance Marketplace
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Medicare & the Health Insurance Marketplace
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Guidance
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Rights as a Consumer
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Know Your Rights
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General Resources
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Agent and Broker Compensation
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Compensation Tips for Making Sure You Get Paid
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Webinar Slides
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Avoiding Duplicate CMS Accounts
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Avoiding the Creation of a Duplicate CMS Enterprise Portal Account
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Tip Sheet
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IDM
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Enterprise Identity Management (EIDM) to Identity Management (IDM) Transition
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Webinar Slides
|
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Cybersecurity
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Protecting Consumer Information and Practicing Cybersecurity Hygiene
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Tip Sheet
|
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Special Enrollment Period
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Understanding Special Enrollment Periods
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General Resources
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COBRA
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COBRA Coverage & The Marketplace
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Webinar Slides
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Serving Special Populations
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Immigration & The Marketplace
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Webinar Slides
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Navigators
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Working with Navigators and Other Assisters
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General Resources
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Appeals
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Internal Claims and Appeals and External Review Processes Overview
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General Resources
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Medicare & the Health Insurance Marketplace
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Assisting Clients with Transitions from Marketplace to Medicare Coverage
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Webinar Slides
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Cancelling or Terminating Coverage
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Cancelling or Terminating Consumer Marketplace Coverage
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General Resources
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CHIP
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Children's Health Insurance Program (CHIP) Fact Sheet
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Tip Sheet
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Marketplace Application
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Addressing Consumer Concerns about the Marketplace Application Race and Ethnicity Questions Tip Sheet
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Tip Sheet
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Periodic Data Matching
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Periodic Data Matching Tip Sheet
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Tip Sheet
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Eligibility
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Redesigned Marketplace Eligibility Notice
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Webinar Slides
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Marketplace Verification of Citizenship
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Marketplace Verification of Citizenship and Immigration Status
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Webinar Slides
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Eligibility
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Technical Assistance Tip Sheet on the Monthly Special Enrollment Period for Eligible Consumers with Household Income at or below 150% of the Federal Poverty Level
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Tip Sheet
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Serving Special Populations
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Serving Special Populations: Incarcerated and Recently Released Consumers
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General Resources
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Agent and Broker Video Series
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A New Agent and Broker Checklist for Success
|
Video
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Agent and Broker Video Series
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Streamlined Marketplace Application Drilldown – Race and Ethnicity Questions
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Video
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Agent and Broker Video Series
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Streamlined Marketplace Application Drilldown – Estimating Income
|
Video
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MLMS Update
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How to Update Your Language Selection on the Marketplace Learning Management System
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Tip Sheet
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ICHRA
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Overview of New Health Reimbursement Arrangements: Part 1
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Webinar Slides
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Circle of Champions
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Circle of Champions Overview
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Tip Sheet
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NPN
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How to Instruct Consumers to Insert Your National Producer Number on Marketplace Applications
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Tip Sheet
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Computer Configuration Requirements
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MLMS Quick Reference Guide: Plan Year 2022 Computer Configuration Requirements
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Tip Sheet
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Modified Adjusted Gross Income
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Income Eligibility Using Modified Adjusted Gross Income (MAGI) Rules
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Webinar Slides
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ICHRA
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Overview of New Health Reimbursement Arrangements: Part 2
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Webinar Slides
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Agent and Broker Video Series
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How to Use the Issuer and Direct Enrollment Partner Directory
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Video
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Marketplace Quality Rating Program
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Health Insurance Marketplace Quality Rating Information (Pilot Program)
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Webinar Slides
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American Rescue Plan
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Failure to File and Reconcile Operational Flexibilities for Plan Years 2021 and 2022
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Webinar Slides
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Resources
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Employer-Sponsored Coverage, ICHRAs, and QSEHRAs
|
Webinar Slides
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American Rescue Plan
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What Agents and Brokers Need to Know About the American Rescue Plan Act of 2021
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Webinar Slides
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Agent and Broker Video Series
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Health Reimbursement Arrangements: Agent and Broker Guide
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Video
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Agent and Broker Video Series
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Streamlined Marketplace Application Drilldown – HRA Employee Affordability Tool
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Video
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NPN
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National Producer Number Validation Frequently Asked Questions
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Tip Sheet
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Special Enrollment Period
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Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace
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Webinar Slides
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Helping Young Adults Enroll
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Enrolling Young Adults and Other Hard-to-Reach Populations
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General Resources
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Resources
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July 2019 Marketplace Agent and Broker Resource Catalog
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General Resources
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Agent and Broker Summit
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Individual Coverage Health Reimbursement Arrangements and the Marketplace
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General Resources
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Agent and Broker Summit
|
Compensation Tips for Making Sure You Get Paid
|
General Resources
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Agent and Broker Summit
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Exchange Applicants and Short-Term Limited Duration Insurance Whats Your Role?
|
General Resources
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Enhanced Direct Enrollment
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Using Private Partner Websites to Enroll Consumers in Marketplace Coverage
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Webinar Slides
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Enhanced Direct Enrollment
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Enhanced Direct Enrollment for Marketplace Agents and Brokers
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Video
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Agent and Broker Summit
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Maximize Marketplace Enrollments by Leveraging Find Local Help and Help On Demand
|
General Resources
|
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: New Enrollment and Client Management Portals
|
Video
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: Privacy & Security Standards
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Video
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: Answers to Your Frequently Asked Questions
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Video
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Special Enrollment Period
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Review of Federally-Facilitated Marketplace Special Enrollment Periods and Plan Category Limitations
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Webinar Slides
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: Tools for Maximizing Marketplace Enrollments
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Video
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: Agent & Broker Support Desks
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Video
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: Circle of Champions Recognition Program
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Video
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Agent and Broker Video Series
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Agents & Brokers Learning On Demand: Guide To Compensation
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Video
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Redederminations and Re-enrollments
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Assisting Consumers with Redeterminations and Re-enrollments
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Webinar Slides
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Rural Consumers
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Assisting Rural Consumers
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Webinar Slides
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Marketplace Requirements
|
Overview of Marketplace Requirements for Agents and Brokers
|
General Resources
|
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Payment Notice
|
Overview of Final 2019 Payment Notice
|
Regulations
|
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Address Validation
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Tips for Address Validation
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General Resources
|
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Identity Proofing
|
Assist Your Clients with Identity Proofing in the Marketplace
|
General Resources
|
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Patient Protection and Affordable Care Act
|
CMS-9930-F: Patient Protection and ACA; HHS Notice of Benefit and Payment Parameters for 2019
|
Regulations
|
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Marketplace Stabilization Act
|
Patient Protection and Affordable Care Act; Market Stabilization; Final Rule
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Regulations
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Agent and Broker Guidance
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Marketplace Agent and Broker Toolkit: Standard Operating Procedures Manual for Agents and Brokers in the Individual Marketplaces
|
General Resources
|
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Serving Special Populations
|
Serving Special Populations: Immigrants
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General Resources
|
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Serving Special Populations
|
Working with American Indians and Alaska Natives
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General Resources
|
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Agent and Broker Guidance
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Agent and Broker Roadmap to Resources
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Guidance
|
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Agent and Broker Guidance
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Role of Agents, Brokers, and Web-brokers in the Health Insurance Marketplace
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Guidance
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Corporate Entity
|
How to Add an Agent, Broker, or Web-broker Corporate Entitys NPN to the FFM Registration Completion List
|
Video
|
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Interactions with FFM
|
Agents and Broker Interactions with the FFM and Qualified Health Plan Issuers Video
|
Video
|
|
Amendments to Special Enrollment Periods
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CMS9933IFC: Patient Protection and Affordable Care Act; Amendments to Special Enrollment Periods and the Consumer Operated and Oriented Plan Program
|
Regulations
|
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Notice of Benefit and Payment Parameters for 2017
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CMS9937F: Patient Protection and Affordable Care Act; HHS Notice of Benefit and Payment Parameters for 2017; Final Rule
|
Regulations
|