| Unit 1 |
Contracting |
| Unit 2 |
New Agent Certification |
| Unit 3 |
Returning Agent Certification |
| Unit 4 |
Marketing and Prospecting |
| Unit 5 |
Requesting Health Sherpa |
| Unit 1 |
Compliance |
| Unit 2 |
Consumer Consent and Eligibility Results |
| Unit 1 |
Health Sherpa Initial Login |
| Unit 2 |
Tool Walkthrough |
| Unit 3 |
How To Quote On Health Sherpa |
| Unit 4 |
How To Quote On Health Sherpa (3 Main Variables) |
| Unit 1 |
Single Person Enrollment |
| Unit 2 |
Family Enrollment |
| Unit 3 |
Enrolling A Client That Uses Many Doctors And Prescriptions |
| Unit 4 |
Family Enrollment With Not All Applying |
| Unit 5 |
Larger Family Enrollment |
| Unit 6 |
Family Glitch Enrollment |
| Unit 7 |
Loss Of Job-Based Coverage Enrollment |
| Unit 8 |
How To Enroll Someone Whose Income Is Too Low For A Subsidy |
| Unit 9 |
Enrollment For When Someone Is Losing Medicaid |
| Unit 10 |
Enrollment For Someone With Eligible Immigration Status |
| Unit 11 |
No Subsidy Enrollment |
| Unit 12 |
Other Options When Income Is Too High For A Subsidy |
| Unit 13 |
Turning 26 Enrollment |
| Unit 14 |
Naturalized or Derived Citizen Enrollment |
| Unit 15 |
No Longer Incarcerated Enrollment |
| Unit 16 |
Native American Enrollment |
| Unit 17 |
Enrollment For A Person Over Age 65 That Has A Part A Premium |
| Unit 18 |
Child Only Policy Enrollment |
| Unit 19 |
How To Shop Multiple Plans |
| Unit 1 |
How To Make Major Changes On An Existing Application |
| Unit 2 |
Post-Enrollment |
| Unit 3 |
AOR-DMI-EDE |
| Unit 4 |
In-House Help |
| Unit 1 |
Commissions |
| Unit 1 |
High-Level Timeline |
| Unit 1 |
2025 Final Rule Overview & Agent Strategy |