New Agents and Brokers
Agents and brokers who are new to the Marketplace this year, or who did not complete plan year 2023 registration and training, will be required to take the full Individual Marketplace training for plan year 2024. New agents and brokers can take Individual Marketplace training through the MLMS or the HHS-approved vendor(s) once available.
Returning Agents and Brokers
Agents and brokers who completed plan year 2023 Individual Marketplace registration and training will be eligible to take a shorter training for plan year 2024 as well as optional review modules. Returning agents and brokers can take training through the MLMS or the HHS-approved vendor(s) once available.
Help On Demand for Agents and Brokers
Help On Demand is a consumer assistance referral system that connects consumers seeking assistance with Marketplace-registered, state-licensed agents and brokers in their area who can provide immediate assistance with Marketplace plans and enrollments. Help On Demand is a CMS-contracted service developed and hosted by Help On Demand (formerly known as BigWave Systems). Only agents and brokers who have completed Marketplace training and registration are eligible to participate in Help On Demand. If you are already registered to participate in Help On Demand, you can log into your account at https://marketplace.helpondemand.com
For more information and resources on Help On Demand, visit the Help On Demand page.
Small Business Health Options Program (SHOP)
To participate in SHOP, agents and brokers must complete an MLMS profile and execute the SHOP Privacy and Security Agreement. Agents and brokers are strongly encouraged to complete the associated training, but it is not required.
For more information about participating in SHOP, visit the SHOP page.
Key Registration and Training Resources
- Webinar Slides: Plan Year 2023 Health Insurance Marketplace Registration and Training for New Agents and Brokers (PDF)
- Webinar Slides: Plan Year 2023 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers (PDF)
- New Agents' and Brokers' Guide to Plan Year 2023 Marketplace Registration and Training (PDF)
- Returning Agents' and Brokers' Guide to Plan Year 2023 Marketplace Registration and Training (PDF)
- Enterprise Identity Management (EIDM) to Identity Management (IDM) Transition (PDF)
Agent and Broker Federally-facilitated Marketplace (FFM) Registration Completion ListThe Agent and Broker FFM Registration Completion List (RCL) contains the National Producer Numbers (NPNs) for agents and brokers who have completed Marketplace registration for the current year. CMS posts this list as frequently as daily. All NPNs are self-reported by the agent or broker during Marketplace registration, and should be validated against state and/or other The National Association of Insurance Commissioners (NAIC) records to confirm state licensure. CMS is updating the agent/broker licensure validation methodology in some states. Agents and brokers who do not have an approved health-related Line of Authority (LOA), as determined by their resident state, do not have access to Marketplace systems and are not allowed to assist consumers with Marketplace enrollment. Agents and brokers can check their resident state licensure requirements to ensure they have an approved health-related LOA. State licensure questions should be directed to the resident State Department of Insurance authority found at the National Insurance Producer Registry (NIPR) at https://nipr.com/licensing-center/add-a-line-of-authority.
Issuers, web-brokers, and agents and brokers can access the RCL and RTL by following the link below:
Issuers, web-brokers, and agents and brokers can access the RCL and RTL data dictionaries by following the links below:
Additional Video Resources
At PSM, our portfolio is quality-focused to ensure our agents are only offering the best products to their clients. If you would like to receive more information on the products we have available, please visit our Major Med / ACA Marketplace product page to request product information and contracting.