Insurance Agent Training

10/20/2026

Want free ACA leads from consumers who are actually asking for help? I’ll show you how Help On Demand works, how to set up your account, and what to check if your NPN validation says “No.”

📧 Want to get contracted? Email me: [email protected]

Free ACA leads through Help On Demand: learn how referrals work, set up your account, and check your NPN validation before expecting consumer referrals.

IN THIS VIDEO:
• How consumers request assistance through Help On Demand.
• Why you have 15 minutes to accept a referral.
• How to set your availability and choose email and text notifications.
• Where to check your NPN validation on the Agent and Broker Registration Completion List.
• What to review if your NPN validation shows “No” instead of “Yes.”
• Why you need to update the referral status after assisting the consumer.
• How to connect with Luis for contracting, training, and support.

Want free ACA leads from consumers who are actually asking for help...

10/16/2026

Agents, your client has Medicare and Medicaid—but which D-SNP can they actually enroll in? Before you choose a plan, you need to check their Medicaid level, their county, and the enrollment period. Roel from UnitedHealthcare is here to walk us through the Texas process and explain the Jarvis tool that can help.

📧 Want to get contracted? Email me: [email protected]

2027 D-SNP training for insurance agents: understand Medicaid levels, Texas STAR+PLUS integration, and the eligibility questions to answer before enrollment. Luis Moreno with Insurance Agent Training sits down with Roel from UnitedHealthcare for a practical discussion of Medicare and Medicaid, local enrollment processes, and the resources agents can use when reviewing dual-eligible clients.

IN THIS TRAINING:
✅ Medicaid categories, including QMB, QMB+, SLMB+ and FBDE.
✅ Low-Income Subsidy (LIS), also called Extra Help.
✅ Aligned versus integrated Medicare and Medicaid coverage.
✅ Medicare-first and Medicaid-first processes discussed for Texas.
✅ The Jarvis Medicare/Medicaid verification tool.
✅ Home-care agency and provider checks.
✅ Plan transitions and questions to confirm with your local representative. ✅ SSBCI eligibility and healthy food and utility benefit verification.
✅ How to locate your local UnitedHealthcare representative.
Interested in building your ACA and Medicare business? Connect with Luis about training, support and contracting opportunities.

Get started with contracting: https://insuranceagenttraining.net/welcome
Shop IAT training and resources: https://iat.agency/training

Insurance Agents Wanted | ACA and Medicare Training
📞 Call/Text: 210-972-9558
🌐 InsuranceAgentTraining.net

https://youtu.be/-8hW2CTgkgM

Agents, your client has Medicare and Medicaid—but which D-SNP can t...

10/15/2026

Avoid Commission Delays: CHRISTUS ACA Certification 2027

CHRISTUS ACA agents in Texas and Louisiana: your 2027 certification needs to be completed by October 31. The carrier notice warns about delayed or forfeited commission payments. Let me show you where to complete it—and the status you need to check when you're finished.

📧 Want to get contracted? Email me: [email protected]

2027 CHRISTUS ACA certification: complete it by October 31, 2026, according to the carrier notice reviewed in this video. Texas and Louisiana agents appointed with CHRISTUS: the notification warns about delayed or forfeited commission payments if you miss the certification deadline.

I'm Luis Moreno with Insurance Agent Training. In this walkthrough, I explain where to complete your certification, what information to prepare, and how to check your certification case status.

WHAT YOULL LEARN

✅ Navigate to My Credentials → My Certification Cases → Certify.

✅ Verify your information and upload your E&O documentation.

✅ Complete the requested commission account information.

✅ Sign and submit your certification.

✅ Check your certification case for “Approved.”

✅ Understand why a red pending dashboard indicator may remain temporarily after approval.

The PDF guide walks you through submission and checking for “Submitted.”

In the video, I explain checking for “Approved” afterward and share broker supports explanation that the dashboard can take a few days to update.

Avoid Commission Delays: CHRISTUS ACA Certification 2027📧 Want to...

10/13/2026

When a prospect looks you up online, what do they find?
A professional website, customer reviews, and a business email can help someone feel confident contacting you. But if they can’t find you—or your information doesn’t match across platforms—you may be making that decision harder.

📅 JOIN OUR LIVE WEBINAR: [Friday Oct 16, 2026. 11AM CST]
👉 Register here: IAT.Agency/marketboosters

In this video, I sit down with Shahab from Market Boosters to discuss the professional branding “six-pack” every insurance agent should review:
✅ A business domain
✅ A professional website
✅ A business email address
✅ Customer reviews
✅ Social media branding
✅ Consistency across all five
We also walk through examples from my health insurance, P&C, and agent training websites. You’ll see how clear navigation, contact options, FAQs, reviews, and tools like a life insurance DIME calculator can help visitors learn more and take the next step.

📅 JOIN OUR LIVE WEBINAR: [Friday Oct 16, 2026. 11AM CST]
👉 Register here: IAT.Agency/marketboosters

We’ll explore the six-pack framework, review website examples, and reveal the special package pricing.
Registration includes a downloadable branding self-assessment. Complete it before the webinar and bring your questions. There may be opportunities for live feedback, and a recording will also be provided.

When a prospect looks you up online, what do they find?A professio...

10/12/2026

ACA Updates 2027: Carrier Exits, FFM Certification & Subsidy Changes
Agents, if your client's ACA carrier is leaving, don't assume the replacement plan fits their needs. Let's go through the certification questions, subsidy changes, and renewal reviews you need to prepare for 2027.
📧 Want to get contracted? Email me: [email protected]
ACA updates for 2027: FFM and state certifications, carrier exits, immigration-related subsidy changes, and practical renewal preparation for insurance agents.
Agents, don't wait until a client calls with a problem to review their 2027 coverage.
In this October 7, 2026 training, I walk through certification questions, carrier changes, replacement-plan reviews, and ways to turn timely education into enrollment appointments. We also cover AI tools for marketing, the ACA intake form, enrollment documentation, contracting updates, and Medicare supplemental opportunities.
WHAT YOU'LL LEARN
• Where to check federal and state Marketplace certification requirements.
• Why replacement coverage needs a fresh provider and prescription review.
• How to create educational videos for members affected by carrier exits.
• Why Marketplace coverage eligibility and financial assistance eligibility must be checked separately.
• How to prepare intake, consent, application confirmation, and plan confirmation procedures.

Agents, if your client's ACA carrier is leaving, don't assume the r...

10/07/2026

Can Your Clients Do the Intake? RetireFlo Demo for Insurance Agents
Agents, are you collecting client information—and then typing it all over again? Let me show you how I use RetireFlo for Medicare and ACA intake, what lands in my dashboard, and the integrations that connect the next step.
🎉 SAVE 40% ON RETIREFLO
Sign up: https://app.retireflo.com/signup
Use promo code: LM40 for 40% off.
RetireFlo for ACA & Medicare agents: see how I collect client information, review submissions and use integrations to reduce repeat data entry.
In this hands-on walkthrough, I show you both sides of the process: what your client completes and what you receive in your agent dashboard.
You’ll see:
✅ Medicare intake for pharmacies, prescriptions, doctors and hospitals
✅ The Scope of Appointment step shown in the Medicare survey
✅ ACA household information, income and who needs coverage
✅ The ACA consent step shown in the demo
✅ Submission notifications, agent signatures and client notes
✅ Appointment scheduling and the Medicare survey’s Spanish-language option
✅ My integration setup with HealthSherpa ACA, HealthSherpa Medicare, SunFire and Agent CRM
The goal is a clearer workflow from client intake to your next step in quoting and enrollment.

https://youtu.be/ubUi2ItQiXk

Agents, are you collecting client information—and then typing it al...

10/04/2026

What does a Medicare agent targeting 500–600 applications do BEFORE AEP?
I sat down with Chad Hanley and broke down his actual preparation system.
✅ He starts working his existing book before AEP
✅ He fills his appointment calendar early
✅ He studies the important plans in his market
✅ He creates simple handwritten plan comparison sheets
✅ He walks clients through benefits side by side
✅ He checks carriers, certifications and product availability before October 15

One of my biggest takeaways:
Don’t assume your Medicare book will automatically renew and stay with you.
Plans change. Benefits change. Your clients’ needs change. And plenty of other agents are calling them.
Service the book.

The full interview also covers Medicare Advantage, Med Supp, HRAs, hospital indemnity, dental/vision, final expense and several important 2027 Medicare marketing-rule changes.
Watch the full interview on YouTube.
Insurance Agents Wanted | ACA & Medicare Training
📧 [email protected]
📱 Call/Text: 210-972-9558
🌐 www.InsuranceAgentTraining.net

https://youtu.be/jIZdZW3Id7I

Medicare AEP starts in 11 days, and Chad Hanley is preparing to wri...

09/22/2026

RetireFlo for ACA and Medicare agents Still Typing Client Info Into HealthSherpa & Sunfire Twice?

Your client fills out one link on their phone, and you press one button to get a HealthSherpa quote. No retyping. Dalton's going to show you live.

🎁 Use promo code LM40 and get each RetireFlo module for $29.99/month.
👉 Sign up: https://app.retireflo.com/signup

In this replay:
✅ Medicare intake: Rx, doctors, hospital, pharmacy, Permission to Contact, and Scope of Appointment
✅ ACA intake: household, income, to***co use, providers, prescriptions, and consent
✅ The 5 things I keep on every ACA enrollment to defend against complaints
✅ Timestamped reports with client answers and IP address
✅ Integrations: HealthSherpa, Sunfire, Integrity Connect, Connecture, GoHighLevel / Agent CRM
✅ LIVE demo: branded link to a family → prefilled HealthSherpa quote
✅ What it doesn't do: no direct integration with state-based exchanges (e.g., New York, Covered California)
✅ The Flow Kit, staff users, walk-in clients, Excel export, and full Spanish surveys

Important: RetireFlo's consent form does not replace agent authorization inside your EDE enrollment platform. That remains a separate step, per agent, per plan year.

📧 Want to get contracted? Email me: [email protected]

Insurance Agents Wanted | ACA & Medicare Training
📞 Call/Text: 210-972-9558 🌐 InsuranceAgentTraining.net

https://youtu.be/NFfV2imAUfw

Your client fills out one link on their phone, and you press one bu...

09/20/2026

If you're contracted with Oscar and you don't finish this five-minute background check by September 30th, you won't get paid Oscar commissions starting January 1st. I'm going to show you the exact email to look for and every click to get it done.

📧 Want to get contracted? Email me: [email protected]

Oscar Health background check deadline: every Oscar-contracted agent must complete the new broker background check by September 30, 2026, or you won't receive Oscar commissions starting January 1, 2027.

Oscar is using First Advantage as its background check vendor, and the emails went out around September 15. In this video I show you exactly what the email looks like and where to find it (check spam and every folder on the email tied to your Oscar contract). Then I walk through the whole process: log in with ID.me, verify your identity with a selfie, confirm your pre-filled info, and sign. Mine took under 5 minutes.

Important: Oscar says your background check must be completed AND approved to receive commissions starting 1/1/2027. Do it now so you have time to fix anything that gets kicked back.

Questions for Oscar directly: [email protected] | (855) 672-2731

In this video:
✅ The First Advantage email to look for
✅ Step by step: log in, verify ID, confirm info, sign
✅ What happens after you submit (there's no "you're done" screen)
✅ Who needs to complete it

Insurance Agents Wanted | ACA & Medicare Training
📞 Call/Text: 210-972-9558 🌐 InsuranceAgentTraining.net

https://youtu.be/pWvq7tFeRkk?si=MAMKvpOXqqAnH69_

09/20/2026

Medicare & ACA agents 👋 — AEP is right around the corner. Are you still chasing clients for their prescriptions?

I just recorded a quick demo of RetireFlo, and it's worth 5 minutes of your time.

Here's what it does:
✅ Sends your clients ONE link, in English or Spanish, that works on their phone
✅ Shows your name and headshot so they know it's from you
✅ Medicare: collects Rx, doctors, hospital, pharmacy, PTC & Scope of Appointment → into Sunfire
✅ ACA: collects dependents, to***co status, income & the consent form → into HealthSherpa

That means your client data is ready BEFORE AEP opens, so your first call is about the plan, not paperwork.

🔴 LIVE WEBINAR: Tuesday, September 22 at 9:00 AM Central
Dalton from RetireFlo joins me to walk through everything I didn't cover here, including the new HealthSherpa integration for ACA.
👉 Register: https://iat.agency/retireflo

Insurance Agents Wanted | ACA & Medicare Training
📧 [email protected]
📱 Call/Text: 210-972-9558
🌐 www.InsuranceAgentTraining.net



https://youtu.be/xsyOk0YcRzw?si=L7i66FBd9lfAgMXu

What if every Medicare and ACA client sent you their drugs, doctors...