Agent Section

Easy One-click Contracting using Surancebay

Join our Health Sherpa to make things easy for you and your client. Use the code below to get in.

Agency Join Code:
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<— Click Here to Begin

Link to the Training and Login for Healthcare.gov

IMPORTANT: Use the Quick Start Guide Below!

<— Do this Second

<— Now you can do this.

Contact us below or email us to finish setting things up and let us know you’ve finished your training. We will then train you on anything else you have questions with.

Lastly, Teamwork. Do This. —>

STEP 1. Create an account

IMPORTANT: Already have a CMS Enterprise Portal account? Don't create another! You'll just need to renew for 2022. Don't follow the steps on this page. See how to renew for 2022 (PDF, 312 KB).

  • Go to the CMS Enterprise Portal at https://portal.cms.gov/

  • Select New User Registration (in the box at the upper right) and create an account.

STEP 2. Identify yourself as an agent or broker

  • Log in to your new Enterprise Portal account at https://portal.cms.gov/

  • Select Request Access Now.

  • Select the FFM/Training - Agents/Brokers/Assisters tile.

  • Select FFM Agent Broker from the dropdown menu.

STEP 3. Confirm your identity

  • Provide basic information that lets us confirm your identity (known as “identity-proofing”).

  • After you’re identify-proofed, you’ll be sent to the CMS Enterprise Portal home page.

  • Log out of the Enterprise Portal.

  • Wait a few minutes for the agent/broker role to be assigned to your profile.

STEP 4. Take required training

IMPORTANT: You can take free training from CMS, or sign up for a paid course through a CMS-approved vendor. Vendor training may offer continuing education units (CEUs). Free CMS training doesn't offer CEUs.

  • Log in to the CMS Enterprise Portal at https://portal.cms.gov/

  • Select Complete Agent Broker Training.

  • Select the Access Training link next to Marketplace Learning Management System (MLMS) or a CMS-approved vendor.

  • Complete the required profile information and select Save/Update. (If you're taking training with a CMS-approved vendor, you'll do this before signing the CMS Privacy and Security agreements.)

  • Select the appropriate curriculum (Individual Market or SHOP).

  • Enroll in the curriculum and select Complete Enrollment.

  • Complete all required training.

STEP 5. Sign the privacy and security agreements

  • Go to Current Learning to launch and electronically sign the CMS Privacy and Security agreements.

  • Select Curriculum State and click the Actions link (to the right of a completed curriculum).

  • Print your Registration Completion Certificate.

Questions?

Notice:

Agent and broker contacts


Quick Start Guide

FAQs

How do I get paid as an Agent?

Once contracted, you will get paid directly from the Carrier.

How frequently will I get paid?

Most carriers pay monthly on Marketplace Insurance plans as long as your Client stays in the plan. Sometimes there is a delay on the first couple months for a new client, which is expected.

What is the average monthly residual per Client?

It varies with carriers but on average it is roughly $19/mo per Client. It can be more or less and changes each year, usually going up in pay.

I’m an Agent and I have a question that’s not listed here.

Feel free to fill out the Contact form below if you do not already have a contact or email for someone from the team. Please use the form below to request an email, since we do not listed them directly on our site to prevent spam issues.

Contact us.

“Hey, my name is David Simms Jr. and in your journey as an Agent whether new or experience, I expect you will have questions, so send me a message directly using the form below and I’ll reach out to you to help.”