Guide t New Brker Certificatin Abut this prgram The Cnnect fr Health Clrad New Brker Certificatin prgram is available t Clrad licensed Accident, Health and Life Insurance agents wh are new t ur Marketplace. The prgram is designed t ensure that brkers have the essential knwledge and skills necessary t wrk n the Exchange. Cmpletin f this prgram will certify the brker fr the upcming Open Enrllment Plan Year nly. Annual recertificatin is required. T begin, yu cmplete yur prfile and will be assigned a rle in the LMS system accrding t the table belw: If yu: Cmpleted New Brker Certificatin training in the LMS and recertified nline during the prir plan year Cmpleted New Brker Certificatin training in the LMS between 9/1/2017 8/30/2018 Cmpleted New Brker Certificatin in the LMS in a prir year, but did nt recertify during prir plan year Have never cmpleted New Brker Certificatin in the LMS, regardless f the year Yur rle is: Returning Brker Returning Brker New Brker New Brker Requirements t Certify T cmplete this prgram, the brker must hld a valid Clrad Accident, Health & Life Insurance license (resident r nn resident) and cmplete all f the fllwing cmpnents:
1. Lg n t the Learning Management System (LMS) using the link belw. Training site https://training.cnnectfrhealthc.cm 2. Create an Accunt (recrd yur username and passwrd fr the Training Site) 3. Cmplete yur prfile accurately with a valid email address as this will be where yur certificate f cmpletin will be emailed. 4. T begin cursewrk, click n the Start Learning buttn in the LMS. 5. Read the instructins, then chse a training mdule. Mdules can be taken in any rder, and are gray in clr until passed when they turn blue.
There is a quiz at the end f each mdule with 10 randmized questins. Yu must receive a scre f 80% r higher t pass the quiz. 6. Yu may check grade(s) at any time using the drp dwn menu (upper right hand crner) > Grades. After viewing yur grade click the back buttn in the brwser windw t return t the page where all training mdules are listed. 7. Once all cursewrk is cmpleted, the Prducers Agreement icn will be activated and ready fr yur electrnic signature. Ntice that cmpleted icns have a checkmark with the wrd cmpleted.
Next Steps: Steps t Creating a Brker Prtal Accunt Once yu have accmplished yur certificatin training in the training prtal (LMS), the next step is t create a Brker Prtal Accunt with Cnnect fr Health Clrad. Please nte that yur brker service prtal is entirely separate frm yur training prtal accunt, LOCATED n the marketplace website utside the LMS. Hw t Create Yur Brker Prtal Accunt 1. Using the link https://prd.cnnectfrhealthc.cm 2. Click n Register in the upper right crner; yu will be directed t the page belw. 3. Select Agent as yur rle (this shuld be the default setting). 4. Cmplete all infrmatin n the Registratin page. This will be the infrmatin that appears n the website Brker Directry. Create a Username (can never be changed keep it simple) and Passwrd. RECORD and keep this infrmatin as yu will need it t cmplete yur prfile and this will becme yur permanent lgin t the Brker Prtal. 5. Click bth bxes at the bttm f the page and then click the blue Register buttn in the bttm right hand crner t cmplete this sectin. 6. Once yu have registered, yu will return t the main Sign In page. 7. Use the Username and Passwrd yu just created t lgin and cmplete yur Prfile. Yu must cmplete all required fields nted with the red (*) asterisk. *Be as accurate as pssible when cmpleting the infrmatin as many f these fields will be lcked and nt able t be changed nce the accunt has been activated.
Special Instructins t Cmplete yur Prfile Enter BOTH yur name as it appears n yur license Enter Agency/Cmpany this may simply be yur name if yu are an independent brker Website URL: this will be the nly pprtunity t enter this. Once the page is saved, yu will n lnger be able t edit the website field. Clrad License number MUST be yur individual license number NO letters r leading 000 s. A TIN (Tax Identificatin Number) r SSN (Scial Security number) must be entered. This must match yur appintment with all carriers and will be the number used fr cmmissins by the carriers. A secnd phne number must be entered. If yu dn t have ne, repeat the primary phne number Enter hurs f Operatin (wrking hurs) Click t Agree t the Terms and Cnditins and click save. Final Step: Accunt Activatin After cmpleting yur accunt set up and lgging in, yu will receive a ntice that yu are nt yet apprved t wrk in the Marketplace. T activate yur accunt: Email Brker Team at BrkerTeam@C4hc.cm ntifying us that yur accunt has been created. Attach cpies f yur Cnnect fr Health New Brker Certificate (frm the training site) and yur valid Clrad Accident, Health and Life license. After yur credentials have been verified, yu will receive an email that yur Brker Prtal accunt is active and ready t use. Cntact Us: If yu experience any difficulties while in the LMS such as imprper page lading, vide malfunctin etc. cntact trainingsupprt@c4hc.cm. This email is mnitred clsely and issues will be acknwledged in a timely manner. If yu have questins regarding certificatin requirements, cntact the Brker Team at BrkerTeam@c4hc.cm.