Training: Federally Facilitated Marketplace Registration Process and Tips from Custom Benefit Plans, Inc.

Introduction • All agents who wish to participate in the Federally Facilitated

Marketplaces or off of the Federal Marketplace are required to complete the two-part training set forth by CMS.

• Upon completion of training, all agents/brokers will be assigned an FFM ID. This ID will be required at future appointments to process client applications.

What Needs to be Done

Agents and brokers in the Individual Marketplace need to sign two agreements. Agents and brokers in the SHOP Marketplace need to sign one agreement. Agents and brokers who wish to serve both marketplaces will need to sign all three agreements.

COURSES: ACA Affordable Care Act and Marketplace Basics IM Individual Marketplace Course SHOP SHOP Marketplace Course

Part 1- Registration 1. Go to the Medicare Learning Network site

https://Marketplace.Medicarelearning NetworkLMS.com

2. First time users select “Create Account.”

3. Create a login ID and password and complete personal information.

1. Once you reach “User type/User Role,” select “Agent/Broker/Web-Broker-Individual Market and SHOP.” We highly recommend that you select both “Individual Market” and “SHOP Marketplace” options—you do not need to complete the SHOP course and exam to receive your FFM ID, but doing so will benefit you and your clients down the line.

4. When you reach “Organization,” search and select “Marketplace.”

5. Complete remaining questions and select “Create.”

Part 1- Continued • Once you have completed the registration process, you will have access to

your “Training Home.” It can take up to 20 minutes for the system to generate your “Upcoming Training.”

• After your training has generated, select the “Individual Marketplace and SHOP Marketplace Curriculum.”

• There are six required activities for the curriculum that must be completed:

1. Affordable Care Act and Marketplace Basics 2. Affordable Care Act and Marketplace Exam 3. Individual Marketplace Course 4. Individual Marketplace Exam 5. Individual Marketplace Agreements 6. SHOP Marketplace Agreement

• According to CMS, the course is estimated to take 3.5-4 hours to complete. Many enrollees have completed the course in less than 3 hours.

Part 1- Continued Training may be completed in multiple sessions. From the “Training Home” page, click “Open Item” next to the title of the course you wish to resume.

Part 1- Conclusion Upon successful completion of all applicable exams and agreements, you will receive a training completion certificate.

• You will receive a certificate for each curriculum you complete--be sure to keep these certificates for your records.

Curriculum Components Individual Marketplace Curriculum

• Affordable Care Act and Marketplace Basics Exam • Individual Marketplace Exam • FFM Agreements for Individual Marketplace

SHOP Marketplace Curriculum • Affordable Care Act and Marketplace Basics Exam (if completed) • SHOP Marketplace Exam (if completed) • SHOP Marketplace Agreement

Individual Marketplace and SHOP Marketplace Curriculum

• Affordable Care Act and Marketplace Basics Exam • Individual Marketplace Exam • SHOP Marketplace Exam (if completed) • FFM Agreements for Individual Marketplace • SHOP Marketplace Agreement

Part 2 The second part of the certification process will take you approximately 20 minutes to complete and does not include any curriculum or testing.

• Access the CMS Enterprise Portal, available at: https://portal.cms.gov

• Select “New User Registration.”* • Agree to the terms and

conditions on the next page. • Fill in your information on the

following page and select “Next.”

* Note: To allow time for your training results from the MLN website to be transmitted to the CMS Enterprise Portal, you must generally wait at least two business days after completing your training, exams, and Marketplace Agreement(s) on the MLN website.

Part 2- Continued The last step in creating your CMS Portal profile is selecting your User ID, password and security questions. We recommend that you make your User ID the same as your Login ID for Part 1 of the training.

• After completing this section you will be prompted to log out of the portal and log back in using the “User ID” you just created.

Part 2- Continued The last step in creating your CMS Portal profile is selecting your User ID, password and security questions. We recommend that you make your User ID the same as your Login ID for Part 1 of the training.

• Select “Request Access Now.” • On the next screen, select

“Request New Application Access” on the left side of your screen (pictured in next slide).

Part 2- Continued Once you reach the page shown below, you will need to select a new application access. Select “FFM Application.”

• Another drop box labeled “Role” will appear. From this box select “FFM Agent Broker.”

• You will be prompted to enter your NPN and MLN User ID. Your MLN User ID is the login you used for Part 1 of training. BE SURE TO ENTER THIS INFORMATION CORRECTLY.

Part 2- Continued • After you have entered your NPN and MLN User ID, you will come to

the “Remote Identity Proofing” page. Read and click “Next.”

• You will then be prompted to enter your personal information and verify your identification.

• Upon completion of ID verification, a “Request Acknowledgment” page will appear, click “Next.”

• Your FFM User ID will then be activated, granting you the role of “Agent/Broker.”

You’re Finished! At least until next year…

Questions? Contact Joe DiNardo

jdinardo@custombenefitplans.com

or

866.422.9188 ext. 205