CoOportunity Health Training Schedule

Keeping you informed and updated on our products and how to do business with us is important. Check this section often to learn about and register for upcoming training sessions. We know you're busy, so many of the training opportunities will be webinars that you can participate in from the comfort and convenience of your office.
 

Current Training Opportunities

Special Enrollment Period Process

Now that open enrollment for the Individual market is over, only individuals with a qualifying event will be able to enroll or make a change to existing coverage. This 30-minute webinar will walk through the Special Enrollment Period process and the guidelines for enrolling new customers as well as making changes for current customers.

Friday, April 25
9:30 - 10 a.m.
Enroll Now

Small Group Shop, Quote & Enroll Refresher

This webinar will demonstrate how easy it is for you to quote and enroll your small group customers with CoOoportunity Health using our Shop, Quote and Enroll tool.

Thursday, May 1
9:30 - 10:30 a.m.
Enroll Now

 

Past Training Materials

Slide decks and and recordings of past webinar trainings are available on the secure Broker portal. After you log on, click on the Training Materials graphic in the lower right corner to view. Materials available include:

Webinar Recordings
  • Shop, Quote and Enroll Online: Individual and Small Group
  • Say Hello to CoOportunity Health - Part 1
  • Say Hello to CoOportunity Health - Part 2
  • Web Delegate Training
Slide Decks
  • Fall 2013 Training
  • Shop, Quote & Enroll Online
  • Web Delegate Training

 


 

Broker Training Requirements for Federally-Facilitated Marketplace & Federally-Facilitated SHOP

Take These Important Steps So You Can Sell & Be Paid Commissions for Individual Marketplace (Exchange) and SHOP (Small Group) Business

The Center for Medicare & Medicaid Services (CMS) has announced the mandated broker training requirements for the Federally-facilitiated Individual Marketplace (FFM) and Federally-facilitated SHOP (FF-SHOP).

To participate in the FFM or FF-SHOP, agents/brokers must:

  • Adhere to all state requirements for licensure, appointment and market conduct
  • Complete Marketplace online training (not required if working exclusively in FF-SHOPs but strongly encouraged)
  • Complete the applicable Marketplace Agreement(s)
  • Complete security authentication steps for FFM registration (Individual Marketplace only)

The training requires you to complete two parts:

Part 1 - Medicare Learning Network ® (MLN)

Part II - Federally Facilitated Marketplace User Account

  • Create a User Account at the CMS Enterprise Portal - https://portal.cms.gov
  • Complete identity verification through the Enterprise Identity Management (EIDM) System

Training Certificates

You will receive a training completion certificate after successfully completing all applicable exams and Agreements.

  • You will receive a certficate for each curriculum you complete
  • Keep these certficates for your records
  • Please send copies of the certificates to your general agency so that you can be paid your commission for any business you sell on the Federal Marketplace
  • Your General Agency will then forward to certificates to brokerrelations@coOportunityhealth.com

Please remember that you must send copies of your training certificates to your general agency so that you can be paid commissions for any business you sell of the Federal Marketplace for Individuals or SHOP.

Additional Resources

Here are some additional resources you may find helpful:

 

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