Training for navigators, agents, brokers, and other assisters
Training for navigators, agents, brokers, and other assisters
2025 Federally-facilitated Marketplace (FFM) Assister Training
- CMS Enrollment Assistance Bulletin, 2024-01: Training, Certification, and Recertification Guidance for Navigators, Certified Application Counselors, and Enrollment Assistance Personnel in Federally-facilitated Exchanges – posted September 6, 2024 (PDF)
- Plan Year 2025 FFM Assister Certification Training Guide – September 2024 (slides) (PDF)
- Plan Year 2025 Device Settings – posted September 2024 (PDF)
- Plan Year 2025 Tips and Troubleshooting – FFM Registration and Assister ID Verification – posted September 2024 (PDF)
- Navigator and Certified Application Counselor (CAC) Training Courses – posted September 2024
- Marketplace Assister Microlearning
- Complex Case Web Form Presentation for Assisters – October 4, 2023 (slides) (PDF)
- Complex Case Web Form User Guide – posted October 2023 (PDF)
- Remote Identity Proofing (RIDP) Tips for Success (PDF)
- States by Marketplace Type (FFM/SBM-FP/SBM) for Plan Year 2024
Guides
- Transitions in Coverage Guide for Marketplace Assisters – updated July 2024 (PDF): Reference this resource for general information and guidance that will help you expand your reach to consumers who may need to transition to Marketplace coverage from Medicaid or CHIP coverage.
- Resources for Agents and Brokers in the Health Insurance Marketplaces
- Health Insurance Coverage Key Terms (PDF)
The Health Insurance Marketplace 101
Medicare and the Marketplace
Marketplace Eligibility Appeals
Outreach
- Fillable Flyer for Consumers who Lost Medicaid or CHIP – February 16, 2024 (PDF): Customize this flyer with the contact information for your assister organization to advertise your enrollment services to consumers who have recently lost Medicaid or CHIP coverage.
- Creating Outreach and Education Events – November 2023 (PDF)
- Creating Outreach and Education Events – November 8, 2023 (slides) (PDF)
- Find Local Help (FLH)
- Best Practices for Outreach to Latino Communities – December 12, 2018 (slides) (PDF)
- Keeping Consumers Covered – April 27, 2018 (slides) (PDF)
- The Partnership Center: Healthy Communities, Healthy Congregations – October 10, 2014 (slides) (PDF)
How to Find and Share Resources with Other Assisters
Coronavirus disease 2019 (COVID-19) Resources
- 2021 Special Enrollment Period in Response to the COVID-19 Emergency - June 2021 (slides) (PDF)
- COVID-19 Vaccine Fact Sheet – posted April 28, 2021 (PDF)
- COVID-19 Vaccines: Who, What, Where, and Why – posted April 28, 2021 (slides) (PDF)
- COVID-19 Fact Sheet for Assisters – posted October 28, 2020 (PDF)
- Tip Sheet on Health Coverage Option for Employers Helping their Employees During the COVID-19 National Emergency (PDF)
- Marketplace Information for Businesses Impacted by COVID-19 (PDF)
Page Last Modified:
09/10/2024 06:27 PM