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    Submitting Organization Rosters Policy

    This policy applies to navigators and certified application counselors.

    Policy Details

    Navigator and CAC organizations are required to provide to MNsure a roster of all employees, agents and volunteers who require certification to perform the services outlined in their contract with MNsure.

    Organizations are under a continuing obligation to inform MNsure if there is a change in a certified individual’s contact information or directory status, and when each individual is terminated, separates or otherwise ceases to perform contracted services.

    Navigator and CAC organizations must manage their agency and staff roster information using the online Agency Management Program (AMP).

    Procedure for Adding Staff to a Roster

    1. An approved authorized contact at the agency logs into their AMP account.
    2. After logging in, from the "Agency Home" screen, the AMP user selects either "Add a new staff member to my roster" or "Add New Staff."
    3. Enter the new staff member's first name, last name and email address. The email address must be unique to the new staff member. AMP uses the email address to prevent duplicates.
    4. Add the staff member's "Certification Information" by selecting "Edit Certification Information." All fields with an asterisk are required. Click "Update" once all information has been entered.
    5. Add the staff member's "Public-Facing Information" by selecting "Edit Public-Facing Information." This section must be completed for all navigators and is required for any CACs who will be requesting an assister portal account. All fields with an asterisk are required. The email and phone number entered in this section will be visible to members of the general public. You may choose to enter a central phone number and/or general email. Click "Update" once all information has been entered.
    6. Once MNsure has set up the new staff member's online training account, their "Certification Status" will change from "New" to "Not Certified." The new staff member will receive an email notifying them that they can begin completing the certification training.

    For more details, please review the instructions in Adding staff to your roster (PDF).

    Procedure for Updating Staff on a Roster

    1. An approved authorized contact at the agency logs into their AMP account.
    2. After logging in, from the "Agency Home" screen, the AMP user selects either "Staff Roster" or "Change a staff member on my roster."
    3. To edit the information for a staff member, click on the "View" link to the left of the name of the person.
    4. Click on "Edit Certification Information" to notify MNsure that they are inactive, to reactivate their status or to update their contact information. Click on "Edit Public-Facing Information" to update their assister directory listing status and contact information or to update their authorization to have an assister portal account.

    For more details, please review the instructions in Updating staff on your roster (PDF).

    Terms and Definitions

    • Authorized agency contact: Individuals identified by the agency as being in the roles of Agency Administrator/Primary Contact, Authorized Representative/Contract Manager, or Signature Authority.
    • ARC: Assister Resource Center
    • Assister directory: Online listing of certified navigators available to help consumers with the application and enrollment process.
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