Marketplace Assister Microlearning

Marketplace Assister Microlearning is designed as an optional supplemental education resource for assisters.

The CMS Center for Consumer Information & Insurance Oversight (CCIIO) developed these short and interactive modules for assisters in Federally-facilitated Marketplaces (FFMs), including FFMs where the state performs plan management functions and State-based Marketplaces using the federal platform. CCIIO will periodically add Marketplace microlearning modules for assisters as relevant regulations, guidance, and policies are released.

Marketplace Assister Microlearning Courseware

To access the selection of optional short and informative microlearning modules, select the following link:

• Marketplace Assister Microlearning

Guides

• Marketplace Assister Microlearning Demonstration (Video) (Transcript) (PDF) (Slides) (PDF) – July 2021

Marketplace Assister Microlearning PDFs

Account Creation

• Income Calculator, Window Shopping Tool, and Savings Estimator Tool (PDF)– July 2022
• Connecting an Existing Marketplace Application to an Online Account  (PDF)– July 2022
• Identity Verification and Screening Questions (PDF)– July 2022

Reporting Life Changes

• Types of Qualifying Life Events (PDF) – November 2022
• Making Changes to a Marketplace Application (PDF) – November 2022
• Terminating a Marketplace Plan (PDF) – November 2022
• Changing Marketplace Plans (PDF) – November 2022

Income

• Household Size and Types of Income to Include on a Marketplace Application (PDF) – November 2022
• Reporting Income on a Marketplace Application (PDF) – November 2022
• Assisting a Household with Unpredictable Income (PDF) – November 2022
• Resolving an Income Data Matching Issue (PDF) – November 2022

Other Application Questions

• Assisting Consumers with Offers of Employer-sponsored Coverage or COBRA (PDF) – February 2023
• Assisting Consumers with Offers of Individual Coverage Health Reimbursement Arrangements (PDF) – February 2023

Application Walkthrough

• Helping Consumers Apply for Marketplace Coverage – July 2023 (PDF)
• Helping Consumers Understand the Eligibility Notice – July 2023 (PDF)
• Helping Consumers Enroll in Marketplace Coverage – July 2023 (PDF)

Post-enrollment Assistance

• Making Health Plan Premium Payments – November 2023 (PDF)
• Locating Information about and Resolving Income Data Matching Issues (DMIs) – November 2023 (PDF)
• Helping Consumers Use the Special Enrollment Period (SEP) Screener Tool – November 2023 (PDF)
• Locating Form 1095-A and Determining the Second-lowest-cost Silver Plan (SLCSP) Premium – November 2023 (PDF)
• Marketplace Open Enrollment Notices (MOEN) and Re-enrollment – November 2023 (PDF)
• Terminating a Marketplace Plan – November 2023 (PDF)

The information provided in these training materials is not intended to take the place of the statutes, regulations, and formal policy guidance it is based upon. This optional training summarizes current policy and operations as of the date it was published. We encourage persons taking this training to refer to the applicable statutes, regulations, CMS assister webinars, and other interpretive materials for complete and current information.

Certain portions of the Marketplace Assister Microlearning catalog contain screenshots from HealthCare.gov that are intended only as an example of what you and/or the consumer may see when the consumer is completing an application at HealthCare.gov. All names and contact information used in the screenshots are fictional. The use of health insurer names and/or health plan names are for demonstration purposes only and should not be construed as an endorsement by CMS of any specific health insurer or health plan.