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2026 Kaiser Permanente Medicare Advantage Certification Instructions

Kaiser Permanente Agent Training Overview

To represent Kaiser Permanente Medicare products, agents must complete the required annual certification and onboarding trainings. These sessions ensure you’re equipped with the product knowledge, compliance understanding, and brand familiarity needed to confidently support your clients.


Annual Kaiser Permanente Individual Medicare Products & Benefits Training

This one-hour, web-based course provides region-specific training on Kaiser Permanente’s Medicare product portfolio. You’ll receive an email invitation from EvolveNXT with access to the training. Through this platform, you can also complete your AHIP certification as part of your onboarding.


Value Proposition Training

Conducted by Kaiser Permanente sales leaders, this session can be completed virtually or in person. It is a one-time onboarding requirement designed to help you understand Kaiser Permanente’s integrated care delivery model and how it benefits members and agents alike.

Once both trainings are completed and your status is marked Ready to Sell, you’ll receive a welcome email or letter confirming your certification. Your FMO will then provide access to Kaiser Permanente’s quoting and enrollment platforms.

Note: Agents must be fully Ready to Sell before submitting any Medicare enrollments. Enrollments submitted prior to this status will not be commissionable, per CMS regulations.

2026 Kaiser Permanente Medicare Advantage Certification Instructions

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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.