Agent and Broker Video Learning Center
Agent and Broker Video Learning Center
Agents and brokers are critical partners to the success of the Individual Marketplace. As such, CMS has launched the new Video Learning Center, a repository of short technical assistance videos to help you quickly address common technical issues and spend more time focusing on your business. In these videos, the term “Marketplace” refers to Federally-facilitated Marketplaces, or FFMs, including FFMs where states perform plan management functions, and State-based Marketplaces on the Federal Platform, or SBM-FPs.
How to Retrieve Your User ID and Reset Your Password (2:56)
In this video, we’ll review how agents and brokers can retrieve their CMS Enterprise Portal account User ID and reset their account password.
Agents and brokers use the CMS Enterprise Portal to access their Marketplace agent/broker profile and the Marketplace Learning Management System and must log into their account once every 180 days or it will be put in a disabled state.
How to Access the Shorter Marketplace Training for Returning Agents and Brokers (4:05)
In this video, we’ll review how agents and brokers who are eligible to complete the shorter Marketplace training course can access the training within the Marketplace Learning Management System.
Agents and brokers who completed registration and training for the previous plan year are eligible to take the shorter training, which can be completed in as few as 30 minutes.
How to Manage Your Information in the CMS Enterprise Portal & Marketplace Learning Management System (8:59)
In this video, we’ll cover the new real-time National Producer Number (NPN) validation process and how to resolve NPN verification issues. We’ll also review how you can update your personal and business contact information in the CMS Enterprise Portal.
How to Resolve a Marketplace Data Matching Issue (8:58)
In this video, we’ll review how you can help your Marketplace clients resolve an inconsistency between information they provided to the Marketplace and a trusted data source. We’ll also cover what documents your clients may need to submit to resolve the issue, and how to upload the documents to the Marketplace.
How to Resolve a Marketplace SEP Verification Issue (8:32)
In this video, we’ll review how you can help your Marketplace clients confirm their eligibility to enroll in Marketplace coverage through a special enrollment period. We’ll also cover what documents your clients may need to submit to confirm eligibility, and how to upload the documents to the Marketplace.
Streamlined Marketplace Application Walkthrough Videos
This year, the HealthCare.gov application was redesigned to offer a singular, streamlined experience with an updated question flow – making it easier for agents, brokers, and other assisters to help their new and existing Marketplace clients apply for and enroll in coverage. The videos below provide complete walkthroughs of each section of the application with various consumer scenarios.
Streamlined Marketplace Application Walkthrough: Household Seeking Financial Assistance (16:33)
In this video, we’re going to do a walkthrough of the streamlined HealthCare.gov application for a household applying for Marketplace coverage that is seeking savings to reduce the cost of their coverage.
Streamlined Marketplace Application Walkthrough: Household Not Seeking Financial Assistance (11:22)
In this video, we’re going to do a walkthrough of the streamlined HealthCare.gov application for a household that is applying for Marketplace coverage but is not seeking savings to reduce the cost of their coverage.
Streamlined Marketplace Application Walkthrough: Family and Household Composition (13:17)
In this video, we’re going to do a walkthrough of the streamlined HealthCare.gov application, where we’ll focus on questions related to establishing the family and household composition.
Streamlined Marketplace Application Walkthrough: Applicant Offered Employer Sponsored Coverage (9:59)
In this video, we’re going to do a walkthrough of the offers of employer sponsored coverage section of the streamlined HealthCare.gov application where a household member applying for Marketplace coverage is seeking savings to reduce the cost of their coverage and is offered health coverage from their employer.
Streamlined Marketplace Application Walkthrough: Estimating Income (4:43)
In this video, we’re going to do a walkthrough of the streamlined HealthCare.gov application, where we’ll focus on questions related to household income.
Streamlined Marketplace Application Walkthrough: Citizenship and Immigration (6:34)
In this video, we’re going to do a walkthrough of the streamlined HealthCare.gov application, where we’ll focus on questions related to citizenship and immigration.
Page Last Modified:
09/06/2023 05:05 PM