Resources for Navigators and CACs
Welcome to our Navigator resources page.
Scroll down to find information on how to become a new Navigator including how to become licensed and registered, materials for assisters to use during enrollments, immigration enrollment resources, and more!
Getting licensed and registered
Scroll down to find resources to help you get started as a Navigator or CAC. The following materials will help you find the necessary documents and applications to fill out.
If you have any questions, please reach out to Adam VanSpankeren at adam.vanspankeren@wisc.edu
To start the application process the following must be met:
Complete 16 hours of accident and health prelicensing. See list of courses offered.
Complete any federally mandated training required under the federal health care exchange.
Schedule and pass a navigator exam through the PSI website at PSI WI exams. Exam fee is $75.
Submit fingerprinting through fieldprintwisconsin.com. Use Fieldprint code FPWIOCIINSURANCE.
Apply online at nipr.com or via paper: Individual Navigator Application.
For more information click the button to download our PDF.
Please click the orange buttons to download the material
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Office of the Commissioner of Insurance
OCI’s registration and licensing process for Wisconsin Navigators and Certified Application Counselors .
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Accessing 2023 FFM Assister Certification Training
Video which walks through how to access and interact with Plan Year 2023 FFM Assister Certification Training.
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FFM Assister Training Resources
A compilation of resources to support you in getting through the FFM Assister Training located on the CMS Enterprise Portal.
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Intermediary Guide to Wisconsin Insurance Law
The official study guide from OCI. Use it to help you prepare for the exam. Focus on chapters 1-4.
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Navigator Exam Outline
Navigator Exam Outline from PSI.
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Mandated Benefits in Health Insurance Policies
Health insurance policies sold in Wisconsin often include mandated benefits. These are benefits an insurer must include in certain types of health insurance policies. Most mandated benefits apply to health insurance sold to both groups and to individuals.
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CAC & CDO Brief Guidance
Brief review of federal and state requirements for Certified Application Counselors and Certified Application Counselors Designated Organizations.
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Instructions on Apply for a Navigator License
Instructions on using the NIPR to apply for an Individual Navigator License or Navigator Business Entity License.
Getting ready to assist
Please click the orange button to visit the resource
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Marketplace Assister Microlearning
On this site, you will find an optional selection of short and interactive microlearning modules to help you assist Health Insurance Marketplace consumers. You must provide some information to enter the site.
Modules:
Reporting Life Changes
Reporting Income
Account Creation
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Registration for Technical Assistance Portal (REGTAP)
Make certain you’re registered for the Marketplace Assister Webinar Series via RegTap.
REGTAP serves as a centralized information portal for the Centers for Medicare & Medicaid Services (CMS) resources and training related to the Health Insurance Marketplace, the No Surprises Act (NSA) and other CMS policies.
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Resources for appointments
Please click on the orange buttons to download the following materials
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HMO Resources
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Medicaid Unwinding Help Sheet
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HIPAA Portability
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Gap Coverage Options
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Options for Undocumented Immigrants
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Express Enrollment for Children
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What to Bring to Your Appointments
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Enrollment Appointment Guide
Step-by-step guide for Marketplace enrollments. Provides links to supportive resources.
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My Marketplace Application Checklist
When you apply for Health Insurance you’ll need to give this information about you and your household.
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Marketplace SEP Table
Special Enrollment Period (SEP) guide for Assisters .
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2022 FPL by Month or Year
Download spreadsheets that display FPL by month and year to figure out best coverage options for consumers. Downloadable spreadsheets are on the righthand side of the webpage.
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MAGI
Learn how to calculate MAGI: Modified Adjusted Gross Income (MAGI).
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Income Guidelines & Thresholds Guide
Find all the changing threshold income limits that impact enrollment from year to year.
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FPL Calculator
Use this calculator to get an estimate of where your family falls on the FPL.
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Immigrant Eligibility Chart
A quick guide to immigrant eligibility for Marketplace, Medicaid and other programs.
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Health Insurance Marketplace Calculator
Estimate Health Insurance Premiums and Subsidies for Health Insurance Coverage through Marketplaces
Resources for immigrant assistance
Scroll down to find resources for immigrant enrollment assistance. Find information on protecting immigrant families, a reference guide to immigration documents, memos regarding Afghan and Ukrainian refugees, and more.
You can also find helpful information and resources by visiting Immigrantbenefitswi.org. There you will find free-to-download toolkits to help spread the word, more immigration resources, and health information for immigrants with BadgerCare Plus.
Have questions?
Feel free to reach out to Caroline Gomez-Tom at caroline.gomez@wisc.edu
Please click on the orange buttons to download the following materials
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Public Charge Screening Tool
Online screening tool to understand which immigrants face a public charge test and which benefits are included in the public charge test.
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Reference Guide to Immigration Documents
This reference guide walks through examples of the different immigration document types that can be used in Healthcare.gov
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Medicaid Eligability for Citizens of the Compacts of Free Association (COFA) Countries
How citizens of the Compacts of Free Association (COFA) countries can become eligible for the BadgerCare Plus and Medicaid programs.
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Protecting Immigrant Families
The Protecting Immigrant Families (PIF) coalition is dedicated to providing community-facing materials on public charge to better equip immigrants with what they need to make the best decision for themselves and for their families.
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Health Coverage Options for Ukrainian Nationals
Ukrainians who have been displaced by Russia’s February 24, 2022 invasion will be eligible for health insurance. Most Ukrainians can access health insurance through Medicaid, Refugee Medical Assistance and HealthCare.gov (Marketplace).
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BadgerCare Plus, Medicaid, and FoodShare Eligibility Change for Certain Ukrainians
Explains BadgerCare Plus, Medicaid, and FoodShare eligibility for certain Ukrainian Nationals.
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Health Coverage Options for Afghan Evacuees November 1, 2021
Afghan evacuees arriving in the United States will be eligible for health insurance. Afghan evacuees can access health insurance through Medicaid, HealthCare.gov (Marketplace) and Refugee Medical Assistance.
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Afghan New Arrivals and Access to Public Benefits
This document provides a summary of newly arrived Afghans’ eligibility for federal public benefits. It specifically covers eligibility based on the immigration statuses most common among newly arrived Afghans.
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Access to State-Funded Public Benefits in Wisconsin for Survivors, Based on Immigration Status
The chart shows eligibility based on immigration status. Applicants must also meet all other program eligibility requirements, such as income/resource limits.
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Immigration Status and the Marketplace
See a list of immigration statuses that qualify someone for Marketplace coverage.