ACA Training for Agents | Get Certified to Sell Marketplace Health Plans
Before You Get Started…
Make sure you finish your CMS certification to be able to sell these plans.
What Is The Sales Process Flow?
Below is a brief summary of how the Sales Process Flow works. ACA training for insurance agents, CMS-certified ACA agents, sell ACA marketplace health plans, ACA enrollment process, ACA certification course, ACA agent onboarding tools, carrier contracting for ACA agents, ACA health insurance sales training, compliant ACA training, grow your insurance book of business. This process will help new agents become fully trained ACA Sales Agents.
Get To Know Your Client
✓ Go Over Who Is Included In The Household.
✓ Go Over What Is Included In Household Income For The Family.
✓ Quote & Go Over How Much Of The Tax Credit They Qualify.
✓ Complete the Intake and Read over Attestation.
Fill out the Intake Form
✓ Plan and Marketplace – Set Expectations.
✓ Payment & Upload Documentation.
✓ Call clients in January to confirm they have received their ID card and plan package.
✓ Remind them to email you any documents that are due.
Internet Marketing
✓ SEO Optimized landing page to boost your presence locally.
✓ Post Advertisements that lead to your agent’s Website Sales Funnel Pages to register for a consultation quote.
✓ Get a dedicated web funnel to gain new internet leads.
New to Health Insurance Sales? Get ACA Agent Training with BenaVest
To start with ACA sales training, log in to the All-Access site via the button below. This comprehensive training program guides you through every step of becoming a successful health insurance broker or agent — from CMS certification to carrier contracting and sales training.
👉 Note: Access is exclusively for Benavest agents who are appointed with at least one carrier.
Specific Carrier Training Information
Click on a carrier down below to get access to their specific training information!
ACA Compliance Training
ACA compliance training prepares insurance agents and agency staff to follow federal Affordable Care Act Marketplace rules while protecting consumers and their own licenses. Training focuses on proper enrollment practices, eligibility verification, documentation standards, consent requirements, and ethical sales conduct specific to ACA health insurance.
Through short videos, written guidance, and live or recorded sessions, agents learn how to avoid common ACA compliance mistakes, reduce audit risk, and confidently guide clients through the Marketplace enrollment process. Ongoing ACA compliance training helps agents stay current with annual rule updates and reinforces best practices that support accurate enrollments, client trust, and long-term business stability.
Valuable ACA Training & Agent Tools
The Sales Process Flow includes valuable tools to benefit ACA Insurance Agents’ time and
effort within OEP time constraints.
BenaVest Sales Script
All-in-one inclusive health insurance / ACA Insurance Inbound and Outbound scripts are provided in the sales process flow. This script will turn your health insurance business from zero to HERO.
The BenaVest Client Intake Form
This document will streamline your sales process and make room for more sales and less time gathering client information. This form helps you quote, move on to the next sale, and complete enrollments.
Healthcare.gov Search Engine
Healthcare.gov is the best place for agents and clients to search for any questions they have regarding ACA. They have many resources to help agents with any problematic situations. Whether it’s about COBRA, immigration, students, or anything else, Healthcare.gov has the answers
ACA Training FAQs
These are some common questions about our training programs.
Q1: Are the trainings free?
Yes, all ACA trainings for our agents are completely free of charge. We believe in empowering our agents with the knowledge and tools they need to succeed in the ACA marketplace. To make it even more convenient, all our training sessions are available online in both live and on-demand formats, allowing you to learn at your own pace and on your schedule. Additionally, our comprehensive training covers all carriers, ensuring that you are well-equipped to offer a wide range of ACA plans to your clients. With our free, streamlined training resources, you can confidently navigate the ACA landscape and grow your business.
Q2: What other tools do you offer to agents?
We offer a robust suite of tools and resources designed specifically to support the growth of our agents in the ACA marketplace. In addition to our comprehensive training programs, we provide agents with advanced tools for client management, lead generation, and sales tracking for those agents who want to participate in our campaigns. Our platform is integrated with a variety of carrier resources, giving agents direct access to the latest plan details, marketing materials, and compliance guidelines. These resources are curated to help you stay ahead of industry trends and offer the best possible service to your clients. Our commitment to your success extends beyond training; we aim to provide a one-stop solution for all your ACA marketplace needs.
Q3: What is the CMS certification?
CMS Certification refers to the accreditation process administered by the Centers for Medicare & Medicaid Services (CMS) for healthcare providers, insurance agents, and other professionals involved in federal healthcare programs. This certification ensures that individuals and organizations meet federal standards for quality, compliance, and operations. Depending on the specific role or service, the certification process may involve training modules, exams, and ongoing education to maintain the credential. It is a crucial step for those looking to participate in programs like ACA plans.
Q2: Before I start helping clients get ACA carrier plans what do I need to do?
The first thing is to get contracted with the carriers you of your choice. By obtaining contracts with ACA carriers, you not only gain official authorization but also access to a wide range of comprehensive coverage options. This step is crucial as it enables you to offer plans provided by reputable carriers under the guidelines set forth by the Affordable Care Act. By proactively completing the contracting process, you set yourself up for success, providing peace of mind to both yourself and potential clients. ACA Contracting
Get Started Today And Get Your ACA Training
Get your training today and start your new journey into the ACA insurance market