Navigator & CAC Resources
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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
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.
Click the resources below to learn more:
OCI’s registration and licensing process for Wisconsin Navigators and Certified Application Counselors.
Video which walks through how to access and interact with Plan Year 2023 FFM Assister Certification Training
A compilation of resources to support you in getting through the FFM Assister Training located on the CMS Enterprise Portal.
The official study guide from OCI. Use it to help you prepare for the exam. Focus on chapters 1-4.
Navigator Exam Outline from PSI.
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.
Brief review of federal and state requirements for Certified Application Counselors and Certified Application Counselors Designated Organizations.
Instructions on using the NIPR to apply for an Individual Navigator License or Navigator Business Entity License.
Getting ready to assist
Click the resources below to learn more:
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
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.
Resources for appointments
Click the resources below to learn more:
A list of important messages to share with consumers for Open Enrollment.
A printable PDF of Wisconsin HMO contact information.
An F.A.Q. on HIPAA Portability and nondiscrimination requirements for employers and advisers.
A printable PDF discussing what to do if you are denied BadgerCare Plus, and how you still might be able to get it.
A printable PDF discussing health options for undocumented immigrants.
A printable PDF guide for certified partners helping enroll children in temporary BadgerCare Plus.
A printable checklist to give to consumers giving instruction on what they need to bring to an enrollment appointment.
Estimate Health Insurance Premiums and Subsidies for Health Insurance Coverage through Marketplaces.
Enrollment Appointment Guide
Step-by-step guide for Marketplace enrollments. Provides links to supportive resources.
When you apply for Health Insurance you’ll need to give this information about you and your household.
Special Enrollment Period (SEP) guide for Assisters.
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.
Learn more about MAGI: Modified Adjusted Gross Income.
Find all the changing threshold income limits that impact enrollments from year to year.
Use this calculator to get an estimate of where your family falls on the FPL.
A quick guide to immigrant eligibility for Marketplace, Medicaid, and other programs.
Resources for immigrants
Find information for immigrant families, a reference guide to immigration documents, and more.
Have questions?
Feel free to reach out to Caroline Gomez-Tom at caroline.gomez@wisc.edu
Click the resources below to learn more:
This reference guide walks through examples of the different immigration document types that can be used in HealthCare.gov.
How citizens of the Compacts of Free Association (COFA) countries can become eligible for the BadgerCare Plus and Medicaid programs.
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.
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).
Explains BadgerCare Plus, Medicaid, and FoodShare eligibility for certain Ukrainian Nationals.
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.
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.
The chart shows eligibility based on immigration status. Applicants must also meet all other program eligibility requirements, such as income/resource limits.
See a list of immigration statuses that qualify someone for Marketplace coverage.