Screening Consumers: Your first meeting is a good time to tell the consumer they can authorize you to act on their behalf using the assister portal. The Screening Consumers section of Helping Consumers provides more information on this subject.
Apply for Coverage: You can use the assister portal to help consumers apply for coverage WITH financial assistance. Visit the Apply for Coverage section of Helping Consumers for information on helping consumers apply for coverage. Refer to "Completing Applications in the Assister Portal" for more help using the assister portal to apply on behalf of the consumer.
Shop and Enroll: The steps to enroll in a plan in the assister portal are the same as a consumer's view in the shopping and enrollment platform. Visit the Shop and Enroll section of Helping Consumers for more information. Reminder: Brokers must have an association with the consumer through the assister portal to establish their agent of record.
Renewals and Open Enrollment: Refer to the Renewals section of Helping Consumers and check the Announcements page on assister central for current information.
Reporting Changes: The reporting changes process cannot be completed in the assister portal. You will report application changes through an online tool that is outside of the assister portal. Follow the Report Application Changes process in the Helping Consumers section.
Special Enrollment Periods: There tasks for certain special enrollment periods that can be completed through the assister portal. For more information, visit the Special Enrollment Period (SEP) page in Helping Consumers.
Verifications: Verifications cannot be submitted or viewed in the assister portal. Follow the Verifications process on Helping Consumers.
Terminating Coverage: The process for terminating coverage is the same as a consumer's view in the shopping and enrollment platform. Refer to the Changing, Cancelling and Terminating coverage guide in the Shop and Enroll section of Helping Consumers. Note: The screens may look different in this guide, but the process is the same.