Marketplace  Certification


Our office oversees the training and certification requirements on a state level for the Federal Health Insurance Marketplace located at www.healthcare.gov. Details on how to start or renew your certification as a certified exchange producer, certified application counselor, and navigator are below.


Certified Exchange Producers (CEPs)

We offer Montana insurance agents special training in the Federal Health Insurance Marketplace so they can become CEPs.

Training for New Certified Exchange Producers

 

Federal Training Resources

The Centers for Medicare & Medicaid Services (CMS) has released a number of resources to assist with completing the plan year 2016 Federally-facilitated Marketplace (FFM) agent and broker registration and training requirements. Check out the “Quick Reference Guide: Plan Year 2016 FFM Registration for Agents and Brokers” on the Agents and Brokers Resources webpage, which provides step-by-step instructions for completing the plan year 2016 FFM registration and training via the new Marketplace Learning Management System (MLMS) or through CMS-approved vendors.

In addition, CMS has released a number of registration guided tour videos for different steps of the process. Please note: Agents and brokers previously registered with the FFM should start at Step 4 and use their existing FFM user ID and password.

Watch the videos here:

These videos, along with other registration and training resources, can be also be viewed by visiting the Agents and Brokers Resources webpage on the CMS website.

State Training Requirements
  • Complete federal training (5 hours of online training)
  • Complete state training through AD Banker http://www.adbanker.com/. The course is estimated to take 2-3 hours. The fee for the course is $49.95.
  • Two 90 minute CSI webinars are optional, but recommended, to prepare producers to sell in the marketplace.
    • Webinar 1 from September 5, 2013 – SlidesRecording
    • Webinar 2 from September 12, 2013 – SlidesRecording
    • Webinar 3 from November 12, 2014, updated information on 2015 health plans – Slides – Recording
    • Webinar from October 29, 2015 with updated information on 2016 health plans
      Slides
  • Apply for CEP certification with our office. Online certification applications are available at www.nipr.com.
    • Click on “Producer/Agent/Broker/Business/Agency Adjuster,” click on “Resident” under “Apply for a new license,” click on “Begin Application” on the blue left side bar. Paper applications are also accepted. There is no fee for CEP certification. The online processing fee is $5.00.
  • CEPs should request appointments with all Marketplace carriers.
Requirements for Returning Certified Exchange Producers

The Federal Health Insurance Marketplace requires certified exchange producers to complete annual registration and training.

An overview of registering to participate in the Marketplace for the 2016 plan year is on the Resource for Agents and Brokers webpage at the Centers for Medicare and Medicaid Services website.



Certified Application Counselors (CACs)

CACs are health care provider staff who have been trained to help people understand, apply for and enroll in insurance coverage through healthcare.gov.

Training for New Certified Application Counselors
  • Complete federal training (5 hours of online training) at www.marketplace.cms.gov. Once an organization is certified by the federal government, they should receive a link to the training required by their CACs.
  • Complete state training through AD Banker at www.adbanker.com. The course is estimated to take 2-3 hours. The fee for the course is $49.95.
  • Two 90 minute CSI webinars are required. Access the recordings and slides below. If you did not view the webinars live, please email Jeannie Keller at jkeller2@mt.gov to notify her once you have viewed the recordings.
    • Webinar 1 from September 5, 2013 – SlidesRecording
    • Webinar 2 from September 12, 2013 – SlidesRecording
    • Webinar 3 from November 12, 2014, updated information on 2015 health plans – Slides – Recording
    • Webinar from October 27, 2015 with updated information on 2016 health plans – If you are a new CAC or navigator and were not able to attend the webinar, you must watch the recording. Email JKeller2@mt.gov after watching the recording to receive credit.
      Slides
  • Apply for CAC certification with our office. Online certification applications are available at www.nipr.com.
    • Click on “Producer/Agent/Broker/Business/Agency Adjuster,” click on “Resident” under “Apply for a new license,” click on “Begin Application” on the blue left side bar. Paper applications are also accepted. There is no fee for CAC certification. The online processing fee is $5.00.
Navigators

Navigators are public advisors who help individuals and small employers compare the health insurance options on healthcare.gov.  Planned Parenthood of Montana, the Montana Health Network and the Montana-Wyoming Tribal Leaders Council received federal grant funding to train navigators through September 15, 2015.

Training for New Navigators
  • Complete federal training (20-30 hours of online training). Navigator grant leads should provide the link to navigators.
  • Complete state training through AD Banker http://www.adbanker.com/. The course is estimated to take 2-3 hours. The fee for the course is $49.95.
  • Two 90 minute CSI webinars are offered — only webinar 2 from September 12th is required. Access the recordings and slides below. If you did not view the webinar live, please email Jeannie Keller at jkeller2@mt.gov to notify her once you have viewed the recording.
    • Webinar 1 from September 5, 2013 – SlidesRecording
    • Webinar 2 from September 12, 2013 – SlidesRecording (REQUIRED)
    • Webinar 3 from November 12, 2014, updated information on 2015 health plans – Slides – Recording
    • Webinar from October 27, 2015 with updated information on 2016 health plans – If you are a new CAC or navigator and were not able to attend the webinar, you must watch the recording. Email JKeller2@mt.gov after watching the recording to receive credit.
      Slides
  • Pass an examination and background check. The exam is available at Pearson Vue testing centers in Missoula, Helena and Billings. Schedule an appointment for the exam here. Schedule your fingerprinting appointment here. The exam should not take more than one hour but candidates should allow time to fingerprint and register. The exam fee is $68.00. The fingerprint fee is $48.75.
  • Apply for Navigator certification with CSI. Online certification applications are available at www.nipr.com.
    • Click on “Producer/Agent/Broker/Business/Agency Adjuster,” click on “Resident” under “Apply for a new license,” click on “Begin Application” on the blue left side bar. Paper applications are also accepted. The navigator license is $100.00.


Questions about federal training?

Certified application counselors: CACQuestions@cms.hhs.gov
Navigators: NavigatorGrants@cms.hhs.gov


Need more help?
  Call the Commissioner’s hotline at 800-332-6148