The more time an assister spends learning about a consumer's situation, the better they can ensure they are the right resource and the a consumer will receive the help they need.
Consumer Information Checklist
Have the consumer gather this information and bring it with them to your first meeting. Emphasize that not having everything on the list may mean they will have to come back another time.
Consumer Association: Using the Assister Portal
Your first meeting is a good time tell the consumer they can give you permission to act on their behalf to submit an application or enroll in a plan. Information for the consumer about setting up this association is on MNsure.org on the How to Manage Your Assister and Managing an Assister FAQ pages.
The Assister Portal section covers account management tips, access instructions and more. Here are a few key reminders:
- Brokers must have an association with the consumer through the assister portal to establish their agent of record.
- The assister portal can be used to help a consumer apply and enroll if an assister is meeting in-person, talking over the phone, or following up after an appointment.
- A consumer can associate with an assister at any time in the process: before, during or after an application has been submitted.
Get to Know the Consumer
Consumers situations can vary and this section provides questions that an assister can ask in order to understand a consumer’s situation.
Assisters must ask consumers for the minimum amount of personal information that is needed to provide assistance, therefore it is recommended that these questions be used to create intake forms for the populations that assisters work with. Information about collecting personal information can be found on MNsure.org: Terms and Privacy and MNsure Privacy Warnings