Agent FAQs

FAQ Home

Apply to Register as an AgentBack to Top

To create an account at the health insurance marketplace, you must have the following:

  • An email address to use as your login account and to receive notifications from the health insurance marketplace and your marketplace clients.
  • A valid license and health insurance marketplace certification for your state.

To apply:

  1. Navigate to NMHIX.
  2. Click First time here? Sign up.
  3. Complete the account creation process. Once you have created an account at the health insurance marketplace, you can log back in at any time and complete your application.
  4. Once logged in, on the Agent Information page, provide your license number, contact number, business name, Federal tax ID, and business and mailing addresses. If your business and mailing addresses are the same, select Same as business address.
  5. Use the Build your public profile page to enter information about you and your business. This is the information that the health insurance marketplace users searching for Agents will see.
    • Clients served: Use this field to specify what kind of users you want to target. For example, if you select only the Employers option and not the Individuals/Families option, only employers searching for an agent will find you at the health insurance marketplace. The individuals searching for an agent at the marketplace will not find you in their search results.
    • Languages: Specify the languages you speak. You can select from a list of languages specified by the United States Census Bureau.
    • Product expertise: Specify the areas of your expertise, such as dental, vision, medicaid.
    • About yourself: Type in text that you want to appear in your public profile.
    • Upload photo: Browse for and upload the photo that you want your clients to see.
  6. Click Finish to complete your registration process.
  7. Review your application. If necessary, to make changes to your information:
    1. Click Edit.
    2. Click Save to save your changes.

The health insurance marketplace administrator will review your application and notify you when your application is approved. You will then have full access to the health insurance marketplace Agent portal.

Manage your profileBack to Top

You may manage your profile at the health insurance marketplace in the following ways:

Create Your Profile

You create your profile when registering as an agent. See Registering as an Agent for details. The information you enter on the Build your profile page is the information users of the health insurance marketplace will view when searching for agents. The information you enter on the Agent information is for certification and is visible only to you and the marketplace administrator.

View Your Profile

To view your profile:

  1. Log in to your health insurance marketplace Agent account.
  2. On the Dashboard, under Quick Links, click My Profile. This opens the Profile Page.
  3. To view your certification status, public profile, click the corresponding link on the left pane.

Edit Your Profile Information

To make changes to your profile information:

  1. Log in to your health insurance marketplace Agent account.
  2. On the Dashboard, under Quick Links, click My Profile. This opens the Profile Page.
  3. Click Edit. Make required changes.
  4. Click Save.
  5. To make changes to your public profile, click the corresponding link on the left pane and repeat steps 3 and 4.

Renew Your Certification

You will receive a renewal notification from the health insurance marketplace 60 days prior to the expiry of your existing certified status. You must complete the re-certification requirements before the certification end date to continue to do business at the marketplace.

De-activate Your Profile

To de-activate your profile, contact the health insurance marketplace administrator. Also, your profile will be de-activated if you fail to renew your certification.

Manage Employer AccountsBack to Top

You can manage the accounts of employers enrolled with you as their agent at the health insurance marketplace.

View List of Employers

To view the list of employers who have enrolled with you as their agent:

  1. Log in to your health insurance marketplace Agent account. The Enrollment Highlight chart on the Dashboard shows all of your enrollments over the past 30 days by tier level. These tiers are based on the average percentage of costs covered by the plans.
  2. To view the list of employers who have newly enrolled and whose requests are pending your acceptance, from the Employers drop down tab menu, select Pending Requests.
  3. To view the list of employers that are active in your account, from the Employers drop down tab menu, select Active.
  4. To view the Employers that you have marked as inactive, from the Employers drop down tab menu, select InActive.

Find an Employer

To find an employer who has enrolled with you:

  1. Log in to your health insurance marketplace Agent account.
  2. Click the Employer drop down tab menu.
  3. Select the status of the employer you want to find; Active, Inactive, or Pending Requests. This returns a corresponding list of employers.
  4. To find a specific Active employer, you may use the Refine Results section.

Change Employer Status

Employer Status can be Pending Requests, Active, or Inactive. An employer who designates you as their agent will by default have the status of Pending Requests. If you accept the employer's designation request, you can change the employer's status to Active. If you deny the request, the employer status can be changed to Inactive. You may choose to mark an employer who has not been in business with you over a period of time as Inactive.

To change an employer's status:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the employer whose status you want to change.
    Note: You will not be able to access the account of and perform actions on behalf of the employer you have marked as Inactive. To be able to access an inactive employer's account again, the employer will have to send you another designation request. You will then have to select the employer from the list of employers with Pending Requests and mark the employer as Active.
  3. In the search results list, click the Action icon corresponding to the employer whose status you want to change. Choose the valid option.

    To change the status of multiple employers at the same time, select the employers whose status you want to change using the checkboxes. Then click the Bulk Actions tab menu on the top of the list to select the valid action.

View Employer Summary

To view summary information about an employer:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the employer whose information you want to view.
  3. In the search results list, click the Company Name link of the employer whose information you want to view. You may also choose to click the Action icon corresponding to the employer and then click Details.
    Note: You cannot view the summary information of an employer whose status is Inactive. The only information about an inactive employer you will have access to is the Number of Employees, Contact Name, Phone Number, and Email Address.

View Employer Contact Information

To view an employer's contact information:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the employer whose information you want to view.
  3. In the search results list, click the Company Name link of the employer. You may also choose to click the Action icon corresponding to the employer and then click Details.
    Note: For employers whose status is Inactive, a popup window will provide you the contact information including Contact Name, Phone Number, and Email Address when you click the Company Name link.
  4. For an Active employer, click Contact Info on the left navigation pane to view the contact information.

Add, View, Update, and Delete Comments Related to an Employer

To maintain comments about an employer:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the employer for whom you want to view, add, or edit comments.
    Note: You cannot view, add, or edit comments for an employer whose status is Inactive.
  3. In the search results list, click the Company Name link of the employer. You may also choose to click the Action icon corresponding to the employer and then click Details.
  4. To add a comment:
    1. Click New Comment on the left navigation pane. You may also click Comment and then Add Comment.
    2. Enter your comment.
    3. Click Save.
  5. To view comments related to the employer, click Comments on the left navigation pane.
  6. To update a comment:
    1. Click Comments on the left navigation pane.
    2. Click the edit icon corresponding to the comment you want to update.
    3. Make your changes.
    4. Click Update Comment.
  7. To delete a comment:
    1. Click Comments on the left navigation pane.
    2. Click the delete icon corresponding to the comment you want to delete.
    3. Click Delete to confirm your action.

Act on Behalf of Employer

When on an Employer Summary page, you can access the employer account using the View Employer Account link on the left navigation pane. This allows you to view all of the Employer's information and take actions on the employer’s behalf.

To perform actions on behalf of an employer:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the employer for whom you want to view or change account information.
    Note: You cannot access the account of an employer whose status is Inactive.
  3. In the search results list, click the Company Name link of the employer. You may also choose to click the Action icon corresponding to the employer and then click Details.
  4. On the left navigation pane, click View Employer Account. This will provide you access to the Employer account information. You may then view or edit information on behalf of the employer.

Manage Individual AccountsBack to Top

You can manage the accounts of individuals enrolled with you as their agent at the health insurance marketplace.

View List of Individuals

To view the list of individuals who have enrolled with you as their agent:

  1. Log in to your health insurance marketplace Agent account. The Enrollment Highlight chart on the Dashboard shows all of your enrollments over the past 30 days by tier level. These tiers are based on the average percentage of costs covered by the plans.
  2. To view the list of individuals who have newly enrolled and whose requests are pending your acceptance, from the Individuals drop down tab menu, select Pending Requests.
  3. To view the list of individuals that are active in your account, from the Individuals drop down tab menu, select Active.
  4. To view the individuals that you have marked as inactive, from the Individuals drop down tab menu, select InActive.

Find an Individual

To find an individual who has enrolled with you:

  1. Log in to your health insurance marketplace Agent account.
  2. Click the Individual drop down tab menu.
  3. Select the status of the individual you want to find; Active, Inactive, or Pending Requests. This returns a corresponding list of individuals.
  4. To find a specific Active individual, you may use the Refine Results section.

Change Individual Status

An individual can have a status of Pending Requests, Active, or Inactive. An individual searching the health insurance marketplace, who designates you as his or her agent will by default have the status of Pending Requests. If you accept the individual's designation request, you can change the individual's status to Active. If you deny the request, the individual's status can be changed to Inactive. You may choose to mark an individual who has not been in business with you over a period of time as Inactive.

To change an individual's status:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the individual whose status you want to change.
    Note: You will not be able to access the account of and perform actions on behalf of the individual you have marked as Inactive. To be able to access an inactive individual's account again, the individual will have to send you another designation request. You will then have to select the individual from the list of Pending Requests and mark the individual as Active.
  3. In the search results list, click the Action icon corresponding to the individual whose status you want to change. Choose the valid option.

    To change the status of multiple individuals at the same time, select the individuals whose status you want to change using the checkboxes. Then click the Bulk Actions tab menu on the top of the list to select the valid action.

View Individual Summary

To view summary information about an individual:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the individual whose information you want to view.
  3. In the search results list, click the Contact Name link of the individual whose information you want to view. You may also choose to click the Action icon corresponding to the individual and then click Details.
    Note: You cannot view the summary information of an individual whose status is Inactive. The only information about an inactive individual you will have access to is the Contact Name, Phone Number, and Email Address.

Add, View, Update, and Delete Comments Related to an Individual

To maintain comments about an individual:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the individual for whom you want to view, add, or edit comments. Note: You cannot view, add, or edit comments for an individual whose status is Inactive.
  3. In the search results list, click the Contact Name link of the individual. You may also choose to click the Action icon corresponding to the individual and then click Details.
  4. To add a comment:
    1. Click New Comment on the left navigation pane. You may also click Comment and then Add Comment.
    2. Enter your comment.
    3. Click Save.
  5. To view comments related to the individual, click Comments on the left navigation pane.
  6. To update a comment:
    1. Click Comments on the left navigation pane.
    2. Click the edit icon corresponding to the comment you want to update.
    3. Make your changes.
    4. Click Update Comment.
  7. To delete a comment:
    1. Click Comments on the left navigation pane.
    2. Click the delete icon corresponding to the comment you want to delete.
    3. Click Delete to confirm your action.

Act on Behalf of Individual

When on an Individual Summary page, you can access the individual’s account using the View Individual Account link on the left navigation pane. This allows you to view all of the individual's information and take actions on his or her behalf.

To perform actions on behalf of an individual:

  1. Log in to your health insurance marketplace Agent account.
  2. Find the individual for whom you want to view or change account information.
    Note: You cannot access the account of an individual whose status is Inactive.
  3. In the search results list, click the Name link of the employer. You may also choose to click the Action icon corresponding to the employer and then click Details.
  4. On the left navigation pane, click View Individual Account. This will provide you access to the individual’s account. You may then view or edit information on behalf of the individual.

Manage Existing Client AccountsBack to Top

Add Existing Client Information to the Health Insurance Marketplace

You cannot add or import existing client information to the health insurance marketplace. Your clients have to set up accounts themselves and designate you.

Set Up a New Client

Your clients have to set up accounts themselves and designate you.

New Client Notification

An individual or small business owner can create a health insurance marketplace account for themselves. They can view information in the public profiles for insurance agents in the region that they specify and designate an agent to represent them. When a client designates you as their agent, you will receive an email notification from the marketplace. You can then accept or decline the client.

What to do When You Get a New Client Notification

When you receive a new client notification, you may accept or decline the designation request. For more information on accepting or declining the client request, see Change Employer Status and Change Individual Status.

View and Change Client's Account Information

You may access, view, and change an active client's account information. See Manage Employer Accounts and Manage Individual Accounts for details.

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