Getting Licensed & Registered

  • Screenshot of the Wisconsin Office of the Commissioner of Insurance webpage, showing the section for Navigator License and Certified Application, with links for individual navigators, navigator entities, and certified applications.

    Office of the Commissioner of Insurance

    OCI’s registration and licensing process for Wisconsin Navigators and Certified Application Counselors .

    OCI
  • Information about becoming a Certified Administrative Contractor or Navigator, including Wisconsin requirements: complete 16 credit hours of pre-licensing training, take and pass the Navigator Exam 22-14, and register with the Office of the Commissioner of Insurance. The Wisconsin Office of the Commissioner of Insurance logo is visible.

    Becoming a CAC or Navigator in Wisconsin

    A PDF that walks you through both CMS/Federal requirements and OCI/State requirements in order to become a CAC or Navigator .

    PDF
  • Screenshot of an online application interface for selecting a training application and agreeing to terms for MLMS application, including checkboxes, dropdown menu, and navigation buttons.

    Accessing 2023 FFM Assister Certification Training

    Video which walks through how to access and interact with Plan Year 2023 FFM Assister Certification Training.

    MLMS Video
  • Screenshot of a webpage titled '2023 Federally-facilitated Marketplace (FFM) Assister Training' listing various training resources, guides, and webinars related to marketplace assister certification and registration, with some links including posted dates.

    FFM Assister Training Resources

    A compilation of resources to support you in getting through the FFM Assister Training located on the CMS Enterprise Portal.

    CMS Website
  • A slide presentation titled 'Exam Concepts' displaying various topics: Affordable Care Act, Basic Health Insurance Concepts, Brokers, Agents and Producers, and State Public Assistance Programs.

    Exam

    New CAC and Navigators use this study guide to help you prepare for the exam.

    Study Guide
  • Online system page for search exam, eligibility record, and schedule exam with a search box and organization selector.

    PSI Exam

    Need to schedule your Navigator Exam with PSI?

    Exam Appointment
  • Cover page of a guide titled 'Intermediary Guide to Wisconsin Insurance Law'.

    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.

    OCI Study Guide
  • A document titled 'Wisconsin Limited Line: Navigator Series 22-14' listing healthcare insurance topics, including Affordable Care Act provisions, health insurance concepts, types of comprehensive plans, and expected benefits under the ACA.

    Navigator Exam Outline

    Navigator Exam Outline from PSI.

    Exam Outline
  • A fact sheet titled 'Mandated Benefits in Health Insurance Policies' by the Wisconsin Office of the Commissioner of Insurance, outlining mandated benefits such as health insurance policies, HMOs, and specific healthcare provider requirements, with sections on chiropractors, dentists, and nonphysician providers.

    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.

    PDF
  • A document titled 'Initial CDO & CAC Requirements—Federal' with instructions regarding activities for CDOs, including application renewal, certification, and contract execution. The document contains a table with two main sections: Application and Contract execution, detailing procedures and links for each activity.

    CAC & CDO Brief Guidance

    Brief review of federal and state requirements for Certified Application Counselors and Certified Application Counselors Designated Organizations.

    PDF

  • Instructions on Apply for a Navigator License

    Instructions on using the NIPR to apply for an Individual Navigator License or Navigator Business Entity License.

    PDF

Getting Ready to Assist

  • A presentation slide comparing Week 1 and Week 2 of a consumer health enrollment program, with steps including applying, creating applications, assistance, enrollment, plan comparison, and re-enrollment.

    CMS Assister Readiness Webinar Series

    The Plan Year (PY) 2023 Assister Readiness Webinar Series is a supplement to the PY 2023 web-based Assister Certification Training. This series will be delivered in two weekly installments to help ensure that assisters are ready to serve Marketplace consumers during the PY 2023 open enrollment period. Each weekly installment includes several pre-recorded educational modules and will be posted to this page.

    Go to Readiness Webinar Series
  • Screenshot of the Health Insurance Marketplace Assister Microlearning webpage, showing modules on reporting life changes, reporting income, and account creation.

    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:

    1. Reporting Life Changes

    2. Reporting Income

    3. Account Creation

    Go to Microlearning
  • Screenshot of the Beyond the Basics website featuring a webinar section with an image of a laptop, smartphone, notebook, coffee cup, and a play button overlay, promoting upcoming webinars.

    Beyond the Basics 9-part Webinar Series

    The Beyond the Basics annual 9-part webinar series takes place ahead of open enrollment each fall. The webinars are presented by policy experts who provide in-depth training on a wide range of eligibility and enrollment topics to help prepare assisters for open enrollment. They are presented live and recorded for year-round use.

    Go to Webinar Series
  • Screenshot of a website dashboard called REGTAP, showcasing a list of training events with details such as title, date, format, location, time, and duration, organized in a table format.

    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.

    Go to RegTap

Resources for Enrollment Appointments

  • Table with columns labeled Item, Reason, and Suggested Language. It contains rows discussing how to find out information about organizational procedures for obtaining consent, screening Medicaid eligibility, and household income. Includes references to resources such as Wisconsin Health, HHS Poverty Guidelines, and ABC for Health's Modified Adjusted Gross Income calculator.

    Enrollment Appointment Guide

    Step-by-step guide for Marketplace enrollments. Provides links to supportive resources.

    Word Doc
  • Checklist titled 'My Marketplace Application Checklist' with items related to health insurance application requirements, including household information, income details, legal documentation, and employer coverage info.

    My Marketplace Application Checklist

    When you apply for Health Insurance you’ll need to give this information about you and your household.

    PDF Checklist
  • A detailed chart titled 'The Health Insurance Landscape in Wisconsin' showing insurance options across different income levels and categories of people, including pregnant women, children, parents and caregivers, childless adults, those 15 or older in family planning-only services, and elderly or disabled individuals. The chart categorizes insurance plans such as BadgerCare, Marketplace, family planning waivers, and notes premiums, subsidies, and income thresholds.

    BC+ & Marketplace Financial Eligibility

    Infographic on 2022 Federal Poverty Levels (FPLs) and program eligibility. In English and Spanish.

    Kids Forward Website
  • A detailed chart titled "Reference Chart: Special Enrollment Periods" explaining special enrollment periods for loss of minimum essential coverage and pregnancy-related coverage, including qualifying events, requirements, timing, and coverage effective dates.

    Marketplace SEP Table

    Special Enrollment Period (SEP) guide for Assisters .

    Health Reform | Beyond the Basics
  • Table showing 2022 poverty guidelines for 48 contiguous U.S. states, excluding Alaska and Hawaii, with household or family size from 1 to 14, and the corresponding income thresholds for various percentages of federal poverty level, ranging from 25% to 180%, with some highlights in yellow indicating specific income levels.

    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.

    Link to HSS Poverty Guidelines
  • Table showing poverty guidelines for household sizes in all states except Alaska and Hawaii, with annual and monthly income thresholds for various family sizes for 2021, highlighting specific income amounts for different family sizes.

    2021 FPL by Month or Year

    FPL chart by month and year to figure out best coverage options.

    Excel Spreadsheet
  • Title of a document about Modified Adjusted Gross Income under the Affordable Care Act, updated March 2021, explaining what MAGI includes and deducts for health coverage eligibility.

    MAGI

    Learn how to calculate MAGI: Modified Adjusted Gross Income (MAGI).

    About MAGI PDF
  • Table showing healthcare insurance coverage details for the year 2022, including premium contribution percentages, affordability thresholds, and out-of-pocket maximums for various plans and income levels.

    Income Guidelines & Thresholds Guide

    Find all the changing threshold income limits that impact enrollment from year to year.

    Health Reform | Beyond the Basics
  • Screenshot of a financial calculator web page showing options for selecting year and family size, with input fields for annual, monthly, biweekly, and weekly income, and a table of 2021 monthly fixed payments based on family's annual income and size.

    FPL Calculator

    Use this calculator to get an estimate of where your family falls on the FPL.

    ABC for Health Calculator
  • Table summarizing immigrant eligibility for ACA and key federal programs, with columns for lawfully permanent residents (age 18+ and under age 18), pregnant women, and refugee/asylee/immigrant status, indicating eligibility for programs like ACA health care, SNAP, Medicaid, CHIP, TANF, and SSI as of April 2018.

    Immigrant Eligibility Chart

    A quick guide to immigrant eligibility for Marketplace, Medicaid and other programs.

    National Immigration Law Center
  • Screenshot of a website titled 'Navigator Resource Guide' featuring icons of a healthcare professional and a map of the United States, with text for resources for diverse communities and state fact sheets.

    Navigator Resource Guide

    Includes: FAQs, resources for diverse communities, state fact sheets, ask an expert.

    Guide
  • Screenshot of the Health Insurance Marketplace Calculator webpage by KFF, showing options to estimate health insurance premiums for Wisconsin, including a dropdown menu to select the state and a field to enter the zip code.

    Health Insurance Marketplace Calculator

    Estimate Health Insurance Premiums and Subsidies for Health Insurance Coverage through Marketplaces

    Click Here

Resources for Immigrant Enrollment Assistance