General Resources

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
2024-05
Help Desks
Agent and Broker Marketplace Help Desks and Call Centers
General Resources
2024-05
Help On Demand
Help On Demand: Training and Registration Guide
Tip Sheet
2024-05
Help On Demand
Help On Demand: Tips for Maximizing Your Participation
Tip Sheet
2024-05
Help On Demand
Help On Demand: Update Your Profile
Tip Sheet
2024-05
Help On Demand
Help On Demand: Managing Referrals
Tip Sheet
2024-05
Help On Demand:
Help On Demand Training and Registration Guide (Spanish)
Tip Sheet
2024-05
Help On Demand
Help On Demand: Tips for Maximizing Your Participation (Spanish)
Tip Sheet
2024-05
Help On Demand
Help On Demand: Overview
Tip Sheet
2024-05
Help On Demand
Help On Demand: Managing Referrals (Spanish)
Tip Sheet
2024-05
Help On Demand
Help On Demand: Update Your Profile (Spanish)
Tip Sheet
2024-05
Help On Demand
Help On Demand: Overview (Spanish)
Tip Sheet
2024-04
Taxes
Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit, and Failure to File and Reconcile
Webinar Slides
2024-04
Terminating Coverage and Appeals
Ending Marketplace Coverage & Coverage Appeals
Webinar Slides
2024-04
Duplicate Applications
Duplicate Applications
Webinar Slides
2024-04
Data Matching Issues
Data Matching Issues (DMI)
Webinar Slides
2024-04
Beyond Open Enrollment
Beyond Open Enrollment - Helping Consumers Throughout Plan Year 2024
Webinar Slides
2024-03
Outreach
Marketplace Advertising and Marketing Guidelines (Spanish)
Tip Sheet
2024-03
Transitions in Coverage (Unwinding)
Agent and Broker Drop-In Article for Consumers Losing Medicaid or CHIP Coverage (Spanish)
Tip Sheet
2024-03
Cybersecurity
The Marketplace and Cybersecurity (Spanish)
Webinar Slides
2024-02
Cybersecurity
The Marketplace and Cybersecurity
Webinar Slides
2024-02
Transitions in Coverage (Unwinding)
Agent and Broker Drop-In Article for Consumers Losing Medicaid or CHIP Coverage
Tip Sheet
2024-01
Compliance
2024 Payment Notice FAQs: Consent and Application Review Documentation Requirements (Spanish)
Frequently Asked Questions
2024-01
Compliance
Consumer Consent & Application Review Guide
Tip Sheet
2024-01
Family Glitch
What Employers Need to Know About Affordability of Employer Coverage for Purposes of Eligibility for the Premium Tax Credit
Tip Sheet
2024-01
Help On Demand
Help On Demand for Plan Year 2024
Webinar Slides
2024-01
Marketplace Application
Mastering the Marketplace Application for Plan Year 2024
Webinar Slides
2023-11
Agent and Broker Video Series
Streamlined Marketplace Application Drilldown – Applicant Offered Employer Sponsored Coverage
Video
2023-11
Agent and Broker Video Series
Guide to 2024 Marketplace Updates
Video
2023-11
Agent and Broker Video Series
Income Calculating Tool Walkthrough: Calculating Annual Income
Video
2023-11
Agent and Broker Video Series
What You Need to Know About Medicaid and the Unwinding Period
Video
2023-11
Agent and Broker Video Series
Streamlined Marketplace Application Walkthrough – Loss of Health Coverage SEP
Video
2023-11
Agent and Broker Video Series
Streamlined Marketplace Application Walkthrough – Household Not Seeking Financial Assistance
Video
2023-11
Help On Demand
Help On Demand for Plan Year 2024
Webinar Slides
2023-10
New Agents and Brokers
Welcome to the Marketplace: A Guide for New Agents and Brokers for Plan Year 2024
Webinar Slides
2023-10
Registration and Training
New Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training (Spanish)
Tip Sheet
2023-10
Registration and Training
Plan Year 2024 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers (Spanish)
Webinar Slides
2023-10
Registration and Training
Plan Year 2024 Health Insurance Marketplace Registration and Training for New Agents and Brokers (Spanish)
Webinar Slides
2023-10
Policy and Operations
Plan Year 2024 Marketplace Policy & Operations Updates
Webinar Slides
2023-10
Compliance
Marketplace Compliance: 2024 Payment Notice Updates
Webinar Slides
2023-10
Open Enrollment
Preparing for Plan Year 2024 Open Enrollment
Webinar Slides
2023-10
Group Coverage
The Marketplace and Group Insurance Coverage
Webinar Slides
2023-10
Terminating Coverage and Appeals
When to Terminate Coverage for Consumers Transitioning from Marketplace Coverage to Medicare
Tip Sheet
2023-10
Outreach
Marketplace Advertising and Marketing Guidelines
Tip Sheet
2023-10
Compliance
CMS Model Consent Form for Marketplace Agents and Brokers (Spanish)
Guidance
2023-10
Registration and Training
Returning Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training (Spanish)
Tip Sheet
2023-09
Transitions in Coverage (Unwinding)
Transitions in Coverage Leave Behind Resource (Full Color)
General Resources
2023-09
Transitions in Coverage (Unwinding)
Transitions in Coverage Leave Behind Resource (Printer Friendly)
General Resources
2023-09
Transitions in Coverage (Unwinding)
Agent and Broker Toolkit for Transitions in Coverage
General Resources
2023-09
Compliance
2024 Payment Notice FAQs: Consent and Application Review Documentation Requirements
Frequently Asked Questions
2023-08
Registration and Training
Plan Year 2024 Health Insurance Marketplace Registration and Training for New Agents and Brokers
Webinar Slides
2023-08
Registration and Training
Plan Year 2024 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers
Webinar Slides
2023-08
Registration and Training
Returning Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training
Tip Sheet
2023-08
Registration and Training
New Agents' and Brokers' Guide to Plan Year 2024 Marketplace Registration and Training
Tip Sheet
2023-07
Cybersecurity
Best Practices for Cybersecurity Phishing
Tip Sheet
2023-07
Cybersecurity
Best Practices for Cybersecurity Encryption
Tip Sheet
2023-07
Compliance
CMS Model Consent Form for Marketplace Agents and Brokers
Guidance
2023-06
Financial Assistance
Agents and Brokers Help Your Clients Understand Eligibility for Financial Assistance
Tip Sheet
2023-05
Agent and Broker Summit
Agent and Broker Summit: Marketplace Compliance and Agent/Broker Regulations
Webinar Slides
2023-05
Agent and Broker Summit
Agent and Broker Summit: Navigating the Medicaid Unwinding Period
Webinar Slides
2023-05
Agent and Broker Summit
Agent and Broker Summit: Welcome
Webinar Slides
2023-05
Agent and Broker Summit
Agent and Broker Summit: Expanding Your Reach
Webinar Slides
2023-05
Agent and Broker Summit
Agent and Broker Summit: Making Enrollment Decisions
Webinar Slides
2023-05
Agent and Broker Summit
Agent and Broker Summit: Eligibility Workshop
Webinar Slides
2023-05
Agent and Broker Summit
Agent and Broker Summit: Data Matching Issues Workshop
Webinar Slides
2023-05
Cybersecurity
Protecting Consumer Information & Practicing Cybersecurity Hygiene (Spanish)
Tip Sheet
2023-05
Family Glitch
Family Glitch FAQs (Spanish)
Tip Sheet
2023-05
Serving Special Populations
Immigration & The Marketplace (Spanish)
Webinar Slides
2023-05
Silver vs. Bronze
Silver vs Bronze Plan Selection Cost-Comparison Scenario (Spanish)
Tip Sheet
2023-05
Marketplace to Medicaid
Helping Consumers No Longer Eligible for Medicaid: What Marketplace Agents and Brokers Need to Know
Webinar Slides
2023-05
Complex Case Scenarios
Complex Case Scenarios (Spanish)
Webinar Slides
2023-05
Silver vs. Bronze
Helping Consumers Choose the Right Plan (Spanish)
Tip Sheet
2023-05
Cybersecurity
Best Practices for Cybersecurity (Spanish)
Tip Sheet
2023-05
Marketplace Application
Enrolling Consumers the Right Way: Social Security Number (SSN) Requirements (Spanish)
Tip Sheet
2023-03
Underserved Communities
Reaching Consumers with Limited Internet Access
Tip Sheet
2023-03
Silver vs Bronze
Helping Consumers Choose the Right Plan
Tip Sheet
2023-03
Silver vs Bronze
Silver vs Bronze Plan Selection Cost-Comparison Scenario
Tip Sheet
2023-02
Marketplace Agreements
Understanding the Agent/Broker Agreements
Webinar Slides
2023-02
Marketplace Application
Avoiding Duplicate Applications
Tip Sheet
2023-02
Marketplace Application
Enrolling Consumers the Right Way: Social Security Number (SSN) Requirements
Tip Sheet
2023-01
Family Glitch
Affordability of Employer Coverage for Family Members of Employees
Tip Sheet
2022-12
Family Glitch
Family Glitch
Webinar Slides
2022-12
Marketplace Application
Mastering the Marketplace Application
Webinar Slides
2022-12
Taxes
Taxes Exemptions, Reconciling APTC, and Failure to File and Reconcile (Spanish)
Spanish Resources
2022-12
Medicare
Part B Immunosuppressive Drug Coverage
Webinar Slides
2022-11
Protection from Fraud
Protect Yourself from Fraud
General Resources
2022-10
Underserved Communities
Reaching Underserved Communities
Webinar Slides
2022-10
Cybersecurity
Best Practices for Cybersecurity
Tip Sheet
2022-10
Complex Case Scenarios
Complex Case Scenarios
Webinar Slides
2022-09
Choosing a Marketplace Plan
Questions to Ask Yourself When Choosing a Plan
General Resources
2022-09
Medicare & the Health Insurance Marketplace
Medicare & the Health Insurance Marketplace
Guidance
2022-09
Rights as a Consumer
Know Your Rights
General Resources
2022-08
IDM
Enterprise Identity Management (EIDM) to Identity Management (IDM) Transition
Webinar Slides
2022-08
Cybersecurity
Protecting Consumer Information and Practicing Cybersecurity Hygiene
Tip Sheet
2022-08
Agent and Broker Compensation
Compensation Tips for Making Sure You Get Paid
Webinar Slides
2022-08
Avoiding Duplicate CMS Accounts
Avoiding the Creation of a Duplicate CMS Enterprise Portal Account 
Tip Sheet
2022-07
Special Enrollment Period
Understanding Special Enrollment Periods
General Resources
2022-06
COBRA
COBRA Coverage & The Marketplace
Webinar Slides
2022-06
Serving Special Populations
Immigration & The Marketplace
Webinar Slides
2022-05
Navigators
Working with Navigators and Other Assisters
General Resources
2022-05
Appeals
Internal Claims and Appeals and External Review Processes Overview
General Resources
2022-04
Medicare & the Health Insurance Marketplace
Assisting Clients with Transitions from Marketplace to Medicare Coverage
Webinar Slides
2022-04
Marketplace Application
Addressing Consumer Concerns about the Marketplace Application Race and Ethnicity Questions Tip Sheet
Tip Sheet
2022-04
Cancelling or Terminating Coverage
Cancelling or Terminating Consumer Marketplace Coverage
General Resources
2022-04
CHIP
Children's Health Insurance Program (CHIP) Fact Sheet
Tip Sheet
2022-03
Periodic Data Matching
Periodic Data Matching Tip Sheet
Tip Sheet
2022-03
Marketplace Verification of Citizenship
Marketplace Verification of Citizenship and Immigration Status
Webinar Slides
2022-03
Eligibility
Redesigned Marketplace Eligibility Notice
Webinar Slides
2022-03
Serving Special Populations
Serving Special Populations: Incarcerated and Recently Released Consumers
General Resources
2022-03
Eligibility
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
Tip Sheet
2022-02
Agent and Broker Video Series
A New Agent and Broker Checklist for Success
Video
2021-12
Agent and Broker Video Series
Streamlined Marketplace Application Drilldown – Race and Ethnicity Questions
Video
2021-11
Agent and Broker Video Series
Streamlined Marketplace Application Drilldown – Estimating Income
Video
2021-10
NPN
How to Instruct Consumers to Insert Your National Producer Number on Marketplace Applications
Tip Sheet
2021-10
Computer Configuration Requirements
MLMS Quick Reference Guide: Plan Year 2022 Computer Configuration Requirements
Tip Sheet
2021-10
Help On Demand
Help On Demand
Webinar Slides
2021-10
MLMS Update
How to Update Your Language Selection on the Marketplace Learning Management System
Tip Sheet
2021-10
ICHRA
Overview of New Health Reimbursement Arrangements: Part 1
Webinar Slides
2021-10
Circle of Champions
Circle of Champions Overview
Tip Sheet
2021-10
Modified Adjusted Gross Income
Income Eligibility Using Modified Adjusted Gross Income (MAGI) Rules
Webinar Slides
2021-10
ICHRA
Overview of New Health Reimbursement Arrangements: Part 2
Webinar Slides
2021-09
Agent and Broker Video Series
How to Use the Issuer and Direct Enrollment Partner Directory
Video
2021-08
American Rescue Plan
Failure to File and Reconcile Operational Flexibilities for Plan Years 2021 and 2022
Webinar Slides
2021-08
Marketplace Quality Rating Program
Health Insurance Marketplace Quality Rating Information (Pilot Program)
Webinar Slides
2021-05
Resources
Employer-Sponsored Coverage, ICHRAs, and QSEHRAs
Webinar Slides
2021-03
American Rescue Plan
What Agents and Brokers Need to Know About the American Rescue Plan Act of 2021
Webinar Slides
2020-09
Agent and Broker Video Series
Health Reimbursement Arrangements: Agent and Broker Guide
Video
2020-09
Agent and Broker Video Series
Streamlined Marketplace Application Drilldown – HRA Employee Affordability Tool
Video
2020-08
NPN
National Producer Number Validation Frequently Asked Questions
Tip Sheet
2020-04
Special Enrollment Period
Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace
Webinar Slides
2019-09
Helping Young Adults Enroll
Enrolling Young Adults and Other Hard-to-Reach Populations
General Resources
2019-09
Resources
July 2019 Marketplace Agent and Broker Resource Catalog
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 Whats Your Role?
General Resources
2019-07
Enhanced Direct Enrollment
Using Private Partner Websites to Enroll Consumers in Marketplace Coverage
Webinar Slides
2019-07
Enhanced Direct Enrollment
Enhanced Direct Enrollment for Marketplace Agents and Brokers
Video
2019-07
Agent and Broker Summit
Maximize Marketplace Enrollments by Leveraging Find Local Help and Help On Demand
General Resources
2019-07
Agent and Broker Summit
Individual Coverage Health Reimbursement Arrangements and the Marketplace
General Resources
2019-01
Agent and Broker Video Series
Agents & Brokers Learning On Demand: Answers to Your Frequently Asked Questions
Video
2019-01
Special Enrollment Period
Review of Federally-Facilitated Marketplace Special Enrollment Periods and Plan Category Limitations
Webinar Slides
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: Agent & Broker Support Desks
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: 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
Agent and Broker Video Series
Agents & Brokers Learning On Demand: Privacy & Security Standards
Video
2018-10
Redederminations and Re-enrollments
Assisting Consumers with Redeterminations and Re-enrollments
Webinar Slides
2018-06
Rural Consumers
Assisting Rural Consumers
Webinar Slides
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
2018-04
Patient Protection and Affordable Care Act
CMS-9930-F: Patient Protection and ACA; HHS Notice of Benefit and Payment Parameters for 2019
Regulations
2018-04
Payment Notice
Overview of Final 2019 Payment Notice
Regulations
2018-04
Address Validation
Tips for Address Validation
General Resources
2017-04
Marketplace Stabilization Act
Patient Protection and Affordable Care Act; Market Stabilization; Final Rule
Regulations
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
2017-01
Serving Special Populations
Serving Special Populations: Immigrants
General Resources
2017-01
Serving Special Populations
Working with American Indians and Alaska Natives
General Resources
2016-12
Agent and Broker Guidance
Agent and Broker Roadmap to Resources
Guidance
2016-11
Agent and Broker Guidance
Role of Agents, Brokers, and Web-brokers in the Health Insurance Marketplace
Guidance
2016-07
Corporate Entity
How to Add an Agent, Broker, or Web-broker Corporate Entitys NPN to the FFM Registration Completion List
Video
2016-07
Interactions with FFM
Agents and Broker Interactions with the FFM and Qualified Health Plan Issuers Video
Video
2016-05
Amendments to Special Enrollment Periods
CMS9933IFC: Patient Protection and Affordable Care Act; Amendments to Special Enrollment Periods and the Consumer Operated and Oriented Plan Program
Regulations
2016-03
Notice of Benefit and Payment Parameters for 2017
CMS9937F: Patient Protection and Affordable Care Act; HHS Notice of Benefit and Payment Parameters for 2017; Final Rule
Regulations
Page Last Modified:
09/06/2023 05:05 PM