Training Course Checkout

Course Outline

Become a true ACA Expert with our comprehensive training!

Module 1: ACA 101

  • What is ACA/Can you make money in ACA

  • ACA Definitions

  • Agent Definitions

  • Insurance Definitions

  • Basic of Getting Started

  • This is a Sales Job

  • How do Marketplace plans

  • Who Qualifies for Marketplace plans?

  • Deadlines

  • Recent Important Mandates in ACA

  • Important to Be Ethical/Best Interest in the Client

Module 2: Start Writing Business

  • Recommended Software

  • Things you don't need to start your business

  • Intake Form (How to do it)

  • Consent Form

  • Who can get Marketplace Insurance

  • Explaining ACA to a Client

  • Basic Quoting (HealthSherpa)

  • Common Situations to get Disqualified

  • Advance Quoting (HealthSherpa)

  • After the Sale/Find Savings

  • How to do a application through the Healthcare.gov

  • How to do a application through theHealthSherpa

  • How to Read an Eligibility letter

  • LIVE CALL OF SALE (AVG & High Income)

Module 3: All About Retention

  • This is a Customer Service Career

  • Customer Service After the Sale

  • Making Updates To Applications

  • What are document req's

  • Letter of Explanation

  • What Triggers Doc Request

  • Making a call to the Marketplace/Carrier

  • Delinquent or Grace Period due to unpaid premiums

  • Client wants to cancel their plan

  • Renewing Clients During Open Enrollment

  • Automated Workflows

  • Cross Selling

  • AOR changes/ACA Complaint/ACA Client Revoke

  • Access/Member Defense

Module 4: Advanced Topics

  • ACA Qualifications - Nuances Part 1

  • ACA Qualifications - Nuances Part 2

  • ACA Application Nuances

  • Advance Quoting

  • Understanding 150% SEP

  • HSA/IHCRA/QSEHRA

  • Client Complaints

Module 5: Marketing Advice for ACA

  • Coming Soon!

Module 4: Preparing for a successful OEP

  • Coming soon!

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  • New value-based posts

    so you can stay on top of important deadlines and up-to-date on what's changing in the world of ACA.

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