Insurance Agent Training for ACA, Medicare & Marketplace Plans
InsureUniversity provides industry-leading health insurance agent training designed for new and experienced brokers. Our platform helps agents get CMS certified, learn ACA Marketplace sales, and confidently sell health insurance products nationwide. With training across ACA, Medicare, Life, Annuity, and ancillary lines, agents gain the education and support needed to scale a profitable book of business.
Why Agents Train With InsureUniversity?
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CMS-focused ACA training
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Nationwide carrier education
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Live & on-demand webinars
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Compliance-first sales training
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Built by agents, for agents
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Supported by BenaVest
ACA Training & CMS Certification for Insurance Agents.
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CMS Certification Requirements for ACA Agents
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ACA Marketplace Sales Flow Training
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Compliance & Enrollment Best Practices
Valuable Training & Agent Tools
The Sales Process Flow includes valuable tools to benefit 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
The Do’s and Don’ts of Health Insurance
Make sure you cover all the important steps about health insurance in our training. Avoid the most common mistakes agents make in health insurance. We offer a vast amount of online tools available to our agents for FREE to keep you on the right track to success.
Enrollment Options
Use a PDF to look over the enrollment options and election periods for all different kinds of clients. This information will help you and your clients decide what options they’re eligible for and when they should sign up.
Training Guide
BenaVest created a training guide below to learn more about CMS, client eligibility, different coverage options, our sales cycle, and all the other components that go into selling Medicare Advantage.
Valuable Agent Tools
✓ SSI Fact Sheet.
✓ Verification of Employment.
✓ Financial Information Release.
✓ Appointment of Designated Rep.
✓ Agent and Client Brochures.
What Is The ACA Process Flow For Health Insurance Agents and Brokers?
Below is a step-by-step summary of the ACA Sales Process Flow—a proven system designed to help new agents and brokers become fully trained and certified to sell ACA marketplace plans and support client eligibility reviews confidently.
Qualify Your Client For ACA Marketplace Plans
✓ Begin the ACA health plan screening process and verify benefits eligibility.
✓ Help clients navigate the ACA enrollment application.
✓ Determine household income and family size.
✓ Identify who qualifies for premium tax credits and subsidies.
✓ Complete intake and ACA attestation requirements.
Complete the ACA Intake Form and Onboarding Process
✓ Explain health insurance plan expectations and Marketplace timelines.
✓ Upload documentation and verify payment details.
✓ Call clients in January to confirm their ACA ID cards and plan packages.
✓ Collect any pending ACA-related paperwork from clients.
Insurance Broker Internet Marketing Tools
✓ Use our social media ad creatives to run targeted ACA insurance advertisements.
✓ Drive traffic to your agent sales funnel pages to capture leads and schedule quote requests.
✓ Launch a dedicated web funnel designed to generate high-quality insurance leads online.
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.
Easy Agent Training & Onboarding
Ready to Join Benavest? Request Contracting Now!
Already a Benavest Agent? Add additional carriers to your portfolio!
Ready to Begin Your Agent Training?
Head over to our All-Access site to watch all available webinars and training sessions.
Note: Access is exclusively for Benavest agents who are appointed with at least one carrier.
Before You Get Started…
Make sure you finish your CMS certification to be able to sell these plans.
Nationwide Carrier Training for Every Line of Business.
Specific Carrier Health Insurance Training Information
Click on a carrier below to get access to their particular Health Insurance Training information!
BenaVest partners with top national carriers, giving agents access to training across all major product lines:
Comprehensive Training Resources Through InsureUniversity
InsureUniversity elevates agent education with a full library of resources, including:
✔ Live weekly webinars
✔ On-demand carrier trainings
✔ ACA, Medicare, Life & Ancillary product deep-dives
✔ Sales strategies & marketing education
✔ Compliance and enrollment guidance
✔ Step-by-step instructions for carrier systems
Our expert-led sessions help agents understand complex insurance products—from ACA Individual & Family Plans to Medicare Advantage, life insurance solutions, and group benefits.
We focus on real-world, practical knowledge that helps agents write more business and stay compliant.
By simplifying the training, appointment, and contracting process, we eliminate confusion and reduce administrative time—so agents can focus on serving clients and growing their book of business.
Get Started Today And Get Your Health Insurance Training
Get your training today and start your new journey into the health insurance market