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 November 2024 (PDF)
• Remote Identity Proofing (RIDP) Tips for Success (PDF)
• States by Marketplace Type (FFM/SBM-FP/SBM) for Plan Year 2025

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 

• English (PPTX)

Medicare and the Marketplace

• English (PPTX)

Marketplace Eligibility Appeals 

• Presenter slides (PDF)

Outreach

• Creating Outreach and Education Events – October 2024 (PDF)
• Creating Outreach and Education Events – October 16, 2024 (slides) (PDF)
• 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.
• Find Local Help (FLH)
  • FLH Upkeep Tool User Guide for Assisters (PDF) – updated November 2023
  • FLH Upkeep Tool Job Aid for Assisters (PDF) – updated November 2023
  • FLH Upkeep Tool Frequently Asked Questions (FAQs) (PDF) – updated November 2023
  • FLH Upkeep Tool Demonstration (video) (transcript) (PDF)
• 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

• How to Access the Online Resource Library for Assisters – posted July 14, 2015 (PDF)

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)