Guidance & regulations on assister programs
Guidance & regulations on assister programs
- Assister Do's and Don'ts – October 16, 2024 (slides) (PDF)
- Obtaining Consumer Authorization and Handling Consumers' Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM) – October 2024 (slides) (PDF)
- Requirements and Best Practices for Assisters on Handling Personally Identifiable Information (PII) – October 2024 (PDF)
- Assister Conflict of Interest Requirements – October 2024 (slides) (PDF)
- Assister Conflict of Interest Requirements – October 2024 (PDF)
- Requirements and Best Practices for Assisters on Providing Remote Consumer Assistance – posted August 2024 (PDF)
- Obtaining Consumer Authorization and Handling Consumers' Personally Identifiable Information – December 2023 (slides) (PDF)
- CMS Enrollment Assister Bulletin, 2023-01: Guidance Regarding Training, Certification, and Recertification for Navigators and Certified Application Counselors in the Federally-facilitated Exchanges – posted August 24, 2023 (PDF)
- Medicaid and CHIP: Fast Facts for Assisters – updated March 2022 (PDF)
- Optional Navigator Assistance – updated 2019 (PDF)
- FAQ on the Help on Demand Tool at HealthCare.gov – posted January 2019 (PDF)
- Model Authorization Form for Navigators in a Federally-facilitated Marketplace – updated March 2025 (PDF)
- Formulario Modelo de Autorización para Navegadores en el Mercado de Seguros Médicos Facilitado por el Gobierno Federal – updated March 2025 (PDF)
- Model Authorization Form for Certified Application Counselors (CACs) in a Federally-facilitated Marketplace – updated March 2025 (PDF)
- Formulario Modelo de Autorización para los Consejeros Certificados para Solicitudes (CAC) en el Mercado de Seguros Médicos Facilitado por el Gobierno Federal – updated March 2025 (PDF)
- Open Enrollment and Beyond: The Role of Assisters in the Federally-Facilitated Marketplaces (FFMs) After Open Enrollment – March 2017 (slides) (PDF)
- An Assister’s Guide to Working with Agents and Brokers – October 9, 2015 (slides) (PDF)
- Foreign Insurance Coverage Fast Facts for Assisters – posted June 2, 2015 (PDF)
- Special Populations: Pregnant Women: Fast Facts for Assisters – posted April 14, 2015 (PDF)
- Understanding the Summary of Benefits and Coverage (SBC): Fast Facts for Assisters – posted March 6, 2015 (PDF)
- Information and Tips for Assisters: How and when to provide information about agent and broker services to consumers, and other information about engaging with agents and brokers – posted February 11, 2015 (PDF)
- Assister Tip Sheet: Dos and Don’ts for Providing Non-discriminatory, Culturally and Linguistically Appropriate Services, and Services Accessible for Consumers with Disabilities in Federally-facilitated and State Partnership Marketplaces – posted January 6, 2015 (PDF)
- Model Certified Application Counselor (CAC) Recertification Request Form for Federally-facilitated and State Partnership Marketplaces (PDF)
- Resources for Agents and Brokers in the Health Insurance Marketplaces
Page Last Modified:
03/07/2025 11:23 AM