Upcoming Health Insurance Trainings and Webinars For Agents & Brokers
Unlock Your BenaVest Training Access – Live Webinars & Recorded Agent Trainings
Register for live and on-demand InsureUniversity webinars. Learn ACA, compliance, and sales strategies to grow as a licensed agent.
👉 Note: Webinar access is only available to BenaVest-contracted agents who are appointed with at least one ACA insurance carrier.
Upcoming Insurance Agent Trainings & Webinars for 2026
Stay informed and grow your insurance business with upcoming BenaVest agent training webinars covering ACA, Medicare, carrier updates, contracting, compliance, sales tools, technology, and more. Gain practical knowledge and resources designed to help you better serve clients, expand your product portfolio, and grow your book of business.
Attestations & Scripts + Consent Form Training
FREE Webinar
October 21, 2026, 11 AM ET
Click to Register
Helping Clients with Documents
FREE Webinar
October 22, 2026, 12 PM ET
Click to Register
2027 OEP Prep with UnitedHealthcare
FREE Webinar
October 22, 2026, 1 PM ET
Click to Register
Qualifying Income & Household for ACA Plans
FREE Webinar
October 22, 2026, 3 PM ET
Click to Register
Priority Health Training Webinar
FREE Webinar
October 23, 2026, 11 AM ET
Click to Register
2027 Income Chart Training
FREE Webinar
October 23, 2026, 4 PM ET
Click to Register
2027 OEP Prep with Imperial Health
FREE Webinar
October 26, 2026, 1 PM ET
Click to Register
Help On Demand Big Wave Training
FREE Webinar
October 26, 2026, 3 PM ET
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ICHRA Basics
FREE Webinar
October 27, 2026, 11 AM ET
Click to Register
UHOne and Benavest Training Webinar
FREE Webinar
October 27, 2026, 12 PM ET
Click to Register
Carrier Appointment Ready + Suggested States and Carrier Availability
FREE Webinar
October 27, 2026, 1 PM ET
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Eligibility Letter Overview Webinar
FREE Webinar
October 28, 2026, 1 PM ET
Click to Register

GydeOS Training for Agents
FREE Webinar – Link TBD
October 28, 2026, 3 PM ET
Click to Register
Broker Portal Overview
FREE Webinar
October 29, 2026, 11 AM ET
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ACA Open House (open Q&A with attendees)
FREE Webinar
October 29, 2026, 1 PM ET
Click to Register
UHOne and Benavest Sales Training Webinar - EN ESPAÑOL
FREE Webinar
October 30, 2026, 12 PM ET
Click to Register
Specific Carrier Health Insurance Training Information
Click on a carrier down below to get access to their specific Health Insurance Training information!
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
Our all-in-one ACA sales script includes customizable inbound and outbound templates for health insurance agents. These resources help streamline your health plan enrollment calls, boost your efficiency, and take your insurance sales process from beginner to pro.
The BenaVest Client Intake Form
Speed up your ACA enrollment workflow with the BenaVest Client Intake Form. This tool allows health agents and brokers to gather household information faster, quote plans, and complete applications without delay.
✔️ Simplify data collection
✔️ Save time on documentation
✔️ Complete ACA enrollments faster
The Do’s and Don’ts of Health Insurance
Avoid compliance pitfalls with our ACA training. We provide health insurance agents and brokers with a full list of CMS-compliant practices and the top mistakes to avoid when presenting ACA or Medicare plans.
✔️ Stay compliant with CMS
✔️ Understand what not to say in presentations
✔️ Access tools that help you build trust and close confidently
Insurance Enrollment Options for ACA & Medicare Clients
Use our downloadable PDF to help clients explore ACA and Medicare enrollment periods, determine eligibility, and choose the best coverage. Perfect for agents managing different client types with varying timelines.
✔️ ACA open enrollment periods
✔️ Medicare election periods
✔️ Client decision-making support
Complete Insurance Training Guide for ACA and Medicare Agents
The BenaVest training guide gives new and experienced insurance brokers a full roadmap—from CMS certification to client eligibility and enrollment. Learn how to navigate the health insurance sales cycle and improve your closing rate.
✔️ CMS basics
✔️ Marketplace plan training
✔️ Selling Medicare Advantage
Essential Agent Tools for ACA and Medicare Brokers
✔️ SSI Fact Sheet for client benefits verification
✔️ Proof of employment documentation templates
✔️ Financial release forms for subsidy calculations
✔️ Designated rep appointment form
✔️ Professional brochures for agents and clients








