Agent Tools
My Credentials
Everything you need on file to sell Medicare and Marketplace plans each year, in one place, with an email before each one is due. Free for licensed agents with an NPN.
What it tracks
- AHIP and carrier certifications — Each plan year's, with the date next year's is needed: October 1, when Medicare marketing opens for the coming year.
- FFM registration and state Marketplace certifications — The annual CMS registration for HealthCare.gov states, and the certification each state-run exchange asks for. Next year's is needed by November 1, when open enrollment starts.
- Errors & Omissions insurance — The policy dates, with reminders from 60 days before it lapses.
Free tools for licensed insurance agents. Reminders come from AgencyView; renewals are filed with AHIP, CMS, the state or the carrier, not here.
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What is a certification tracker for insurance agents?
A certification tracker for insurance agents is a list of the yearly certifications an agent must keep current, with a reminder before each one is due. AgencyView’s My Credentials tracks AHIP Medicare training, Federally-facilitated Marketplace registration, state Marketplace and carrier certifications, and errors and omissions coverage. An email goes out before each credential expires, so an agent renews before AEP or Open Enrollment rather than in the middle of the busiest season. Medicare Advantage carriers generally require AHIP or their own training each plan year before an agent can sell their plans. CMS also requires Marketplace registration each plan year for agents who enroll consumers through HealthCare.gov. My Credentials is free for licensed agents who sell Medicare and ACA plans and keep track of several carrier certifications at once, with no AgencyView subscription required.
Sources: AHIP · CMS: resources for Marketplace agents and brokers