Skip Navigation

Assister webinars

CMS hosts webinars for assisters that offer updates, tips, summaries of specific policies, and information about outreach and enrollment initiatives. The webinar invitation is sent out via email and a recording of the webinar is posted online. To sign up for the CMS Weekly Assister Webinar invitations, please send a request to the Assister Listserv inbox (ASSISTERLISTSERV@cms.hhs.gov) and write “Add to listserv” in the subject line. Please include the email address that you would like to add to the listserv in the body of your email.


Content in the Assister Newsletters and webinars is relevant to your work if you are a Navigator, non-Navigator assistance personnel (“in-person assister”), or certified application counselor (collectively, an assister) in a state with a Federally-facilitated Marketplace or State Partnership Marketplace. Please note that the information presented in the Assister Webinars is informal, technical assistance for assisters and is not intended as official CMS guidance. Webinar content reflects policy and operations at the date of publication, and generally has not been updated to reflect any changes subsequent to the date of publication. Assisters should continue to refer to the applicable statutes and regulations, and to formal CMS guidance, for complete and current information about the requirements that apply to their work.

07/11/18 Assister Webinar

Topics include:

Introduction to 2019 Assister Certification Training, Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace

06/08/18 Assister Webinar

Topics include:

Assisting Rural Consumers, Tips for FFM Assisters on Working with Outside Organizations

05/23/18 Assister Webinar

Topics include:

Assisting Consumers with Mental Health or Substance Use Disorders

05/11/18 Assister Webinar

Topics include:

Medicare and the Marketplace, Summary of Benefits and Coverage (SBC) 

04/27/18 Assister Webinar

Topics include:

Notice of Benefit and Payment Parameters for 2019 Final Rule, Keeping Consumers Covered

04/13/18 Assister Webinar

Topics include:

Working with Consumers that have NOT Filed or Reconciled APTC from Prior Years: Overview of the FTR Recheck Process, Internal Claims and Appeals and External Review Processes Overview

03/30/18 Assister Webinar

Topics include:

Guidance for Obtaining and Handling Personally Identifiable Information, Stand-Alone Dental Plans Overview

03/16/18 Assister Webinar

Topics include:

Coverage to Care, Medicare Periodic Data Matching (PDM) Round 4: Identifying and notifying consumers who are dually enrolled in Federally Facilitated Marketplace (FFM) coverage and minimum essential coverage (MEC) Medicare

12/20/17 Assister Webinar

Topics include:

Review of Special Enrollment Period Pre-Enrollment Verification (SEPV), Complex Case Role-play: Assisting Consumers with Removing Deceased Family Members from a Marketplace Application, Consumer Options to Terminate Plans and Report Changes 

12/1/17 Assister Webinar

Topics include:

Resolving Data Matching Issues, Frequently Asked Questions on Marketplace Eligibility Appeals & Review of the Standard Operating Procedures Manual for Assisters, Chapter 10: Request an Eligibility Appeal 

11/17/17 Assister Webinar

Topics include:

Failure to File and Reconcile for Open Enrollment 2018, Helping Consumers with Employment-Sponsored Coverage Issues, Application Spotlight: Employer-Sponsored Coverage

11/8/17 Assister Webinar

Topics include:

Marketplace Coverage & Taxes: Getting Ready for Tax Season during Open Enrollment, Non-renewal of Coverage for Marketplace Consumers with Medicare, Working with the Marketplace Call Center 

11/3/17 Assister Webinar

Topics include:

Deep Dive on Health Coverage Options for Veterans and Their Families, Health Coverage Effectuation: Understanding Premium Payments, Grace Periods, and Termination 

10/27/17 Assister Webinar

Topics include:

Refresher on Data Matching Issues (DMIs), How to Resolve DMIs, and How to Upload Required Documents, Creating Assister Outreach and Education Events 

10/20/17 Assister Webinar

Topics include:

Understanding the Guidance on 2017 Hurricane Disasters, Application Spotlight on the Family and Household Section 

10/13/17 Assister Webinar

Topics include:

HealthCare.gov and Marketplace Application Updates for Open Enrollment, Application Walkthrough on Creating a Marketplace Account and Identity (ID) Proofing, Summary of Benefits and Coverage (SBC) Overview

10/11/17 Assister Webinar

2018 Assister Certification Training Troubleshooting (slidesvideo and audio slideshow presentation, and written transcript )

10/6/17 Assister Webinar

Batch Auto Re-enrollment (BAR) Updates for Open Enrollment 2018 

9/29/17 Assister Webinar

Topics include:

Advanced Premium Tax Credit and Cost Sharing Reductions Basics, Assister Dos and Don’ts for Open Enrollment Period 5 and Beyond 

9/22/17 Assister Webinar

Topics include:

9/8/17 Assister Webinar

Health Insurance Marketplace Quality Rating System (QRS) Pilot Program 

8/30/17 Assister Webinar

Topics include:

8/18/17 Assister Webinar

Topics include:

8/4/17 Assister Webinar

Topics include:

8/2/17 Assister Webinar

Introduction to 2018 Assister Certification Training 

6/28/17 – 6/29/17 2017 Assister Summit

Data-Driven Outreach: Reaching Target Populations 

Assister Best Practices on Collaborations

Enrollment Troubleshooting

From Coverage to Care 

Marketplace Eligibility Appeals: Eligibility Appeals Process Overview 

Overlapping Coverage: Medicaid & the Marketplace

Market Stabilization Final Rule Overview 

Overlapping Coverage: Medicare Transitions

Assister Best Practices on Post-enrollment Assistance

Balancing the Risk Pool: Enrolling New Americans & New Arrivals

Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace 

Assister Mentoring Project 

Balancing the Risk Pool: Enrolling Young Adults and Other Hard-To-Reach Populations  

Special Enrollment Periods (SEP) Verification

  • Overview: Special Enrollment Period Pre-Enrollment Verification (SEPV) 

Helping Consumers with Employment Related Coverage Issues

5/24/17 Assister Webinar

Topics include:

Overview: Special Enrollment Period Pre-Enrollment Verification (SEPV), Medicare Periodic Data Matching (PDM) , From Coverage to Care: A Roadmap to Better Care and a Healthier You - Step 4 

5/12/17 Assister Webinar

Topics include:

From Coverage to Care: A Roadmap to Better Care and a Healthier You - Step 3 , Market Stabilization Final Rule Overview

4/28/17 Assister Webinar

Topics include:

4/12/17 Assister Webinar

Topics include:

3/31/17 Assister Webinar

Topics include:

  • Marketplace Update: Medicare Periodic Data Matching (PDM) Announcement; Coverage to Care: Step 1; H-2A Workers and Eligibility for Health Insurance

 3/17/17 Assister Webinar

Topics include:

 3/3/17 Assister Webinar

Topics include:

2/3/17 Assister Webinar

Topics include:

  • Marketplace Updates; Marketplace Appeals Overview; H-2A Agricultural Workers

1/18/17 Assister Webinar

Topics include:

1/6/17 Assister Webinar

Topics include:

  • Marketplace Updates; Immigrant Eligibility for Insurance Affordability Programs – Assister Tools for Online Application

12/16/16 Assister Webinar

Topics include:

12/2/16 Assister Webinar

Topics include:

  • Marketplace Updates; Eligibility Non-Citizens in Medicaid and CHIP; Eligibility for Marketplace Coverage Based on Immigration Status; Challenges for Families that Include Immigrants & Tips

11/18/16 Assister Webinar

Topics include:

11/4/16 Assister Webinar

Topics include:

10/28/16 Assister Webinar

Topics include:

9/16/16 Assister Webinar

Topics include:

8/31/16 Assister Webinar

Topics include:

8/5/16 Assister Webinar

Topics include:

7/22/16 Assister Webinar

Topics include:

  • Marketplace Updates; Outreach & Enrollment Practices: Engaging the Homeless Population
  • Written Transcript

7/8/16 Assister Webinar

Topics include:

  • Marketplace Updates; Tips and Resources to Help Enroll People Living with HIV in Health Insurance; New Medicaid Guidance, Definitions, and Questions & Answers on Justice-Involved Consumers Transitioning from Incarceration to their Communities
  • Written Transcript

7/6/16 Assister Webinar

6/15/16 Assister Webinar

Topics include:

6/10/16 Assister Webinar

5/25/16 Assister Webinar

Topics include:

5/13/16 Assister Webinar

Topics include:

4/29/16 Assister Webinar

Topics include:

4/15/16 Assister Webinar

Topics include:

  • Marketplace Updates; Internal Claims and Appeals and the External Review Processes Overview; Consumer Options to Cancel or Terminate Plans and Report Changes
  • Written Transcript

4/1/16 Assister Webinar

Topics include:

3/18/16 Assister Webinar

Topics include:

3/4/16 Assister Webinar

Topics include:

2/19/16 Assister Webinar

Topics include:

2/5/16 Assister Webinar

Topics include:

1/29/16 Assister Webinar

Topics include:

1/8/16 Assister Webinar

Topics include: