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
Date 2025-11	Topic Call Center	Title Tips for Agents & Brokers When Using the Marketplace Call Center	Type of Resource Tip Sheet
Date 2025-11	Topic Compliance	Title Agent, Broker, and Web-broker Guidelines for Compliant Marketplace Advertising and Marketing	Type of Resource Tip Sheet
Date 2025-10	Topic Data Matching Issues	Title Annual Income Data Matching Issue (DMI) Checklist for Agents and Brokers	Type of Resource General Resources
Date 2025-10	Topic SEP Verification Issues	Title SEP Verification Issue (SVI) Checklist for Agents and Brokers	Type of Resource General Resources
Date 2025-09	Topic Coverage 2 Care	Title Customizable Preventive Services Letter	Type of Resource General Resources
Date 2025-09	Topic Transitions in Coverage	Title When to Terminate Coverage for Consumers Transitioning from Marketplace to Medicare Coverage	Type of Resource Tip Sheet
Date 2025-09	Topic Registration and Training	Title Returning Agents’ and Brokers’ Guide to Plan Year 2026 Marketplace Registration and Training	Type of Resource Tip Sheet
Date 2025-09	Topic Registration and Training	Title Plan Year 2026 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers	Type of Resource Webinar Slides
Date 2025-09	Topic Registration and Training	Title Plan Year 2026 Health Insurance Marketplace Registration and Training for New Agents and Brokers	Type of Resource Webinar Slides
Date 2025-09	Topic Registration and Training	Title New Agents’ and Brokers’ Guide to Plan Year 2026 Marketplace Registration and Training	Type of Resource Tip Sheet
Date 2025-09	Topic Help On Demand	Title Help On Demand for Plan Year 2026	Type of Resource Webinar Slides
Date 2025-09	Topic Compliance	Title Marketplace Compliance for Agents and Brokers	Type of Resource Webinar Slides
Date 2025-07	Topic Coverage 2 Care	Title Customizable Welcome to Coverage Letter	Type of Resource General Resources
Date 2025-07	Topic Coverage 2 Care	Title Customizable Welcome to Coverage Letter (Spanish)	Type of Resource General Resources
Date 2025-07	Topic Compliance	Title CMS Model Consent Form for Marketplace Agents and Brokers	Type of Resource Guidance
Date 2025-07	Topic Compliance	Title CMS Model Consent Form for Marketplace Agents and Brokers (Spanish)	Type of Resource Guidance
Date 2025-05	Topic Transitions in Coverage	Title Medicaid to Marketplace Consumer Journey Guide	Type of Resource Tip Sheet
Date 2025-01	Topic Compliance	Title CCIIO and FTC Partnership Letter	Type of Resource Guidance
Date 2024-12	Topic Silver vs. Bronze	Title Silver vs. Bronze Plan Selection: Cost-Comparison Scenarios	Type of Resource Tip Sheet
Date 2024-11	Topic Cybersecurity	Title Agent and Broker Leave Behind Resource: Protect Yourself from Marketplace Scams	Type of Resource Tip Sheet
Date 2024-09	Topic Transitions in Coverage	Title Medicaid Renewals and Transitions in Coverage	Type of Resource Webinar Slides
Date 2024-07	Topic Compliance	Title Frequently Asked Questions: Consumer Consent & Application Review Requirements	Type of Resource Frequently Asked Questions
Date 2024-05	Topic Help Desks	Title Agent and Broker Marketplace Help Desks and Call Centers	Type of Resource General Resources
Date 2024-05	Topic Help On Demand	Title Help On Demand: Training and Registration Guide	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Tips for Maximizing Your Participation	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Update Your Profile	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Managing Referrals	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand:	Title Help On Demand Training and Registration Guide (Spanish)	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Tips for Maximizing Your Participation (Spanish)	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Overview	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Managing Referrals (Spanish)	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Update Your Profile (Spanish)	Type of Resource Tip Sheet
Date 2024-05	Topic Help On Demand	Title Help On Demand: Overview (Spanish)	Type of Resource Tip Sheet
Date 2024-04	Topic Taxes	Title Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit, and Failure to File and Reconcile	Type of Resource Webinar Slides
Date 2024-04	Topic Duplicate Applications	Title Duplicate Applications	Type of Resource Webinar Slides
Date 2024-04	Topic Data Matching Issues	Title Data Matching Issues (DMI)	Type of Resource Webinar Slides
Date 2024-03	Topic Cybersecurity	Title The Marketplace and Cybersecurity (Spanish)	Type of Resource Webinar Slides
Date 2024-02	Topic Cybersecurity	Title The Marketplace and Cybersecurity	Type of Resource Webinar Slides
Date 2024-01	Topic Compliance	Title 2024 Payment Notice FAQs: Consent and Application Review Documentation Requirements (Spanish)	Type of Resource Frequently Asked Questions
Date 2024-01	Topic Compliance	Title Consumer Consent & Application Review Guide	Type of Resource Tip Sheet
Date 2023-11	Topic Agent and Broker Video Series	Title Streamlined Marketplace Application Drilldown – Applicant Offered Employer Sponsored Coverage	Type of Resource Video
Date 2023-11	Topic Agent and Broker Video Series	Title Income Calculating Tool Walkthrough: Calculating Annual Income	Type of Resource Video
Date 2023-11	Topic Agent and Broker Video Series	Title Streamlined Marketplace Application Walkthrough – Loss of Health Coverage SEP	Type of Resource Video
Date 2023-10	Topic Group Coverage	Title The Marketplace and Group Insurance Coverage	Type of Resource Webinar Slides
Date 2023-09	Topic Transitions in Coverage (Unwinding)	Title Transitions in Coverage Leave Behind Resource (Full Color)	Type of Resource General Resources
Date 2023-09	Topic Transitions in Coverage (Unwinding)	Title Transitions in Coverage Leave Behind Resource (Printer Friendly)	Type of Resource General Resources
Date 2023-09	Topic Compliance	Title 2024 Payment Notice FAQs: Consent and Application Review Documentation Requirements	Type of Resource Frequently Asked Questions
Date 2023-07	Topic Cybersecurity	Title Best Practices for Cybersecurity Phishing	Type of Resource Tip Sheet
Date 2023-07	Topic Cybersecurity	Title Best Practices for Cybersecurity Encryption	Type of Resource Tip Sheet
Date 2023-06	Topic Financial Assistance	Title Agents and Brokers Help Your Clients Understand Eligibility for Financial Assistance	Type of Resource Tip Sheet
Date 2023-05	Topic Cybersecurity	Title Best Practices for Cybersecurity (Spanish)	Type of Resource Tip Sheet
Date 2023-05	Topic Cybersecurity	Title Protecting Consumer Information & Practicing Cybersecurity Hygiene (Spanish)	Type of Resource Tip Sheet
Date 2023-05	Topic Marketplace Application	Title Enrolling Consumers the Right Way: Social Security Number (SSN) Requirements (Spanish)	Type of Resource Tip Sheet
Date 2023-05	Topic Family Glitch	Title Family Glitch FAQs (Spanish)	Type of Resource Tip Sheet
Date 2023-05	Topic Serving Special Populations	Title Immigration & The Marketplace (Spanish)	Type of Resource Webinar Slides
Date 2023-02	Topic Marketplace Application	Title Avoiding Duplicate Applications	Type of Resource Tip Sheet
Date 2023-02	Topic Marketplace Application	Title Enrolling Consumers the Right Way: Social Security Number (SSN) Requirements	Type of Resource Tip Sheet
Date 2023-02	Topic Marketplace Agreements	Title Understanding the Agent/Broker Agreements	Type of Resource Webinar Slides
Date 2023-01	Topic Family Glitch	Title Affordability of Employer Coverage for Family Members of Employees	Type of Resource Tip Sheet
Date 2022-12	Topic Family Glitch	Title Family Glitch	Type of Resource Webinar Slides
Date 2022-12	Topic Medicare	Title Part B Immunosuppressive Drug Coverage	Type of Resource Webinar Slides
Date 2022-11	Topic Protection from Fraud	Title Protect Yourself from Fraud	Type of Resource General Resources
Date 2022-10	Topic Cybersecurity	Title Best Practices for Cybersecurity	Type of Resource Tip Sheet
Date 2022-09	Topic Medicare & the Health Insurance Marketplace	Title Medicare & the Health Insurance Marketplace	Type of Resource Guidance
Date 2022-09	Topic Rights as a Consumer	Title Know Your Rights	Type of Resource General Resources
Date 2022-09	Topic Choosing a Marketplace Plan	Title Questions to Ask Yourself When Choosing a Plan	Type of Resource General Resources
Date 2022-08	Topic Avoiding Duplicate CMS Accounts	Title Avoiding the Creation of a Duplicate CMS Enterprise Portal Account	Type of Resource Tip Sheet
Date 2022-08	Topic Cybersecurity	Title Protecting Consumer Information and Practicing Cybersecurity Hygiene	Type of Resource Tip Sheet
Date 2022-07	Topic Special Enrollment Period	Title Understanding Special Enrollment Periods	Type of Resource General Resources
Date 2022-06	Topic Serving Special Populations	Title Immigration & The Marketplace	Type of Resource Webinar Slides
Date 2022-06	Topic COBRA	Title COBRA Coverage & The Marketplace	Type of Resource Webinar Slides
Date 2022-04	Topic Medicare & the Health Insurance Marketplace	Title Assisting Clients with Transitions from Marketplace to Medicare Coverage	Type of Resource Webinar Slides
Date 2022-04	Topic CHIP	Title Children's Health Insurance Program (CHIP) Fact Sheet	Type of Resource Tip Sheet
Date 2022-03	Topic Serving Special Populations	Title Serving Special Populations: Incarcerated and Recently Released Consumers	Type of Resource General Resources
Date 2022-03	Topic Marketplace Verification of Citizenship	Title Marketplace Verification of Citizenship and Immigration Status	Type of Resource Webinar Slides
Date 2022-03	Topic Periodic Data Matching	Title Periodic Data Matching Tip Sheet	Type of Resource Tip Sheet
Date 2022-02	Topic Agent and Broker Video Series	Title A New Agent and Broker Checklist for Success	Type of Resource Video
Date 2021-11	Topic Agent and Broker Video Series	Title Streamlined Marketplace Application Drilldown – Estimating Income	Type of Resource Video
Date 2021-10	Topic NPN	Title How to Instruct Consumers to Insert Your National Producer Number on Marketplace Applications	Type of Resource Tip Sheet
Date 2021-10	Topic Computer Configuration Requirements	Title MLMS Quick Reference Guide: Plan Year 2022 Computer Configuration Requirements	Type of Resource Tip Sheet
Date 2021-10	Topic Modified Adjusted Gross Income	Title Income Eligibility Using Modified Adjusted Gross Income (MAGI) Rules	Type of Resource Webinar Slides
Date 2021-10	Topic MLMS Update	Title How to Update Your Language Selection on the Marketplace Learning Management System	Type of Resource Tip Sheet
Date 2021-10	Topic ICHRA	Title Overview of New Health Reimbursement Arrangements: Part 1	Type of Resource Webinar Slides
Date 2021-10	Topic ICHRA	Title Overview of New Health Reimbursement Arrangements: Part 2	Type of Resource Webinar Slides
Date 2021-10	Topic Circle of Champions	Title Circle of Champions Overview	Type of Resource Tip Sheet
Date 2021-09	Topic Agent and Broker Video Series	Title How to Use the Issuer and Direct Enrollment Partner Directory	Type of Resource Video
Date 2021-08	Topic American Rescue Plan	Title Failure to File and Reconcile Operational Flexibilities for Plan Years 2021 and 2022	Type of Resource Webinar Slides
Date 2021-05	Topic Resources	Title Employer-Sponsored Coverage, ICHRAs, and QSEHRAs	Type of Resource Webinar Slides
Date 2020-09	Topic Agent and Broker Video Series	Title Streamlined Marketplace Application Drilldown – HRA Employee Affordability Tool	Type of Resource Video
Date 2020-09	Topic Agent and Broker Video Series	Title Health Reimbursement Arrangements: Agent and Broker Guide	Type of Resource Video
Date 2020-08	Topic NPN	Title National Producer Number Validation Frequently Asked Questions	Type of Resource Tip Sheet
Date 2019-07	Topic Agent and Broker Summit	Title Individual Coverage Health Reimbursement Arrangements and the Marketplace	Type of Resource General Resources
Date 2019-07	Topic Enhanced Direct Enrollment	Title Enhanced Direct Enrollment for Marketplace Agents and Brokers	Type of Resource Video
Date 2019-07	Topic Agent and Broker Summit	Title Maximize Marketplace Enrollments by Leveraging Find Local Help and Help On Demand	Type of Resource General Resources
Date 2019-07	Topic Enhanced Direct Enrollment	Title Using Private Partner Websites to Enroll Consumers in Marketplace Coverage	Type of Resource Webinar Slides
Date 2019-07	Topic Agent and Broker Summit	Title Compensation Tips for Making Sure You Get Paid	Type of Resource General Resources
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: Guide To Compensation	Type of Resource Video
Date 2019-01	Topic Special Enrollment Period	Title Review of Federally-Facilitated Marketplace Special Enrollment Periods and Plan Category Limitations	Type of Resource Webinar Slides
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: Answers to Your Frequently Asked Questions	Type of Resource Video
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: New Enrollment and Client Management Portals	Type of Resource Video
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: Tools for Maximizing Marketplace Enrollments	Type of Resource Video
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: Privacy & Security Standards	Type of Resource Video
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: Agent & Broker Support Desks	Type of Resource Video
Date 2019-01	Topic Agent and Broker Video Series	Title Agents & Brokers Learning On Demand: Circle of Champions Recognition Program	Type of Resource Video
Date 2018-10	Topic Redederminations and Re-enrollments	Title Assisting Consumers with Redeterminations and Re-enrollments	Type of Resource Webinar Slides
Date 2018-04	Topic Patient Protection and Affordable Care Act	Title CMS-9930-F: Patient Protection and ACA; HHS Notice of Benefit and Payment Parameters for 2019	Type of Resource Regulations
Date 2018-04	Topic Address Validation	Title Tips for Address Validation	Type of Resource General Resources
Date 2018-04	Topic Identity Proofing	Title Assist Your Clients with Identity Proofing in the Marketplace	Type of Resource General Resources
Date 2018-04	Topic Payment Notice	Title Overview of Final 2019 Payment Notice	Type of Resource Regulations
Date 2017-04	Topic Marketplace Stabilization Act	Title Patient Protection and Affordable Care Act; Market Stabilization; Final Rule	Type of Resource Regulations
Date 2017-01	Topic Serving Special Populations	Title Working with American Indians and Alaska Natives	Type of Resource General Resources
Date 2016-07	Topic Interactions with FFM	Title Agents and Broker Interactions with the FFM and Qualified Health Plan Issuers Video	Type of Resource Video
Date 2016-03	Topic Notice of Benefit and Payment Parameters for 2017	Title CMS9937F: Patient Protection and Affordable Care Act; HHS Notice of Benefit and Payment Parameters for 2017; Final Rule	Type of Resource Regulations

Page Last Modified:

12/11/2024 11:57 AM

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