In-Person Assistance Resources
Enroll America is committed to helping stakeholders throughout the country launch successful outreach and enrollment assistance efforts. Listed below are resources that can support efforts in your community to establish an assistance program. Let us know if you come across a resource we should add.
Get more information on:
The Importance of Enrollment Assistance
Resources and Guidance from the Federal Government
- Guidance on the State Partnership Exchange, Center for Consumer Information and Insurance Oversight (CCIIO), January 2013
- Frequently Asked Questions on Exchanges, Market Reforms and Medicaid, Centers for Medicare and Medicaid Services (CMS), December 2012
- Progress Continues in Building Exchanges, Centers for Medicare and Medicaid Services (CMS), August 2012
- Final Blueprint for Approval of State-based and State/Federal Partnership Insurance Exchanges, Centers for Medicare and Medicaid Services (CMS), August 2012
- General Guidance on Federally-facilitated Exchanges, Center for Consumer Information and Insurance Oversight (CCIIO), May 2012
Navigator Programs
General Resources
- Help Wanted: Preparing Navigators and Other Assisters To Meet New Consumer Needs, Families USA, December 2012
- Fact Sheet: Navigator and In-Person Assistance Programs, Enroll America, Updated January 2013
- New help from the ACA: CAPs, Navigators and Exchange Enrollee Assistance, Community Catalyst, September 2012
- Designing Navigator Programs to Meet the Needs of Consumers, Center for Children and Families at Georgetown University, July 2012
- Designing Navigator Programs to Meet the Needs of Consumers: Duties and Competencies, Center for Children and Families at Georgetown University, September 2012
- Navigators, Agents and Brokers, Marketing and Summary of Benefits and Coverage, National Association of Insurance Commissioners, June 2012
Arkansas
California
Colorado
Connecticut
District of Columbia
Illinois
Maryland
- Grant Solicitation for the Regional Navigator Connector Entities, Maryland Health Benefit Exchange, January 2013
- Navigator Program: Pre-Solicitation Conference Presentation, Maryland Health Benefit Exchange, November 2012
- Options for the Design and Implementation of Maryland’s Navigator Program, Manatt Health Solutions, prepared for the Maryland Health Benefit Exchange. November 2012
- Study of Navigator Program and Consumer Assistance, Manatt Health Solutions, prepared for the Maryland Health Benefit Exchange. November 2011
- Report on the Advisory Committee Process for the Navigator Program, Maryland Health Benefit Exchange, November 2011
- Navigators: A Background Paper, The Hilltop Institute, prepared for the Maryland Health Benefit Exchange. August 2011
Mississippi
New York
Nevada
Washington
- Draft Navigator Program Plan, Washington Health Benefit Exchange, January 2013
- Navigator Program Update, Washington Health Benefit Exchange, December 2012
- Navigator Program Update, Washington Health Benefit Exchange, November 2012
- Consumer Assistance Program – Navigator Function: Guiding Principles Draft, Washington Health Benefit Exchange, October 2012
- Navigator Program, Washington Health Benefit Exchange, October 2012
- Navigator Network Responsibilities, Washington Health Benefit Exchange, October 2012
In-Person Assistance (IPA) Programs
General Resources
- Fact Sheet: How Can Consumers Get Help Enrolling in Health Coverage? Enroll America, March 2013
- Fact Sheet: Navigator and In-Person Assistance Programs, Enroll America, January, 2013
- Help! Providing Consumers the Assistance They Need to Enroll, Enroll America Webinar, October 2012
- Help Wanted: Preparing Navigators and Other Assisters To Meet New Consumer Needs, Families USA, December 2012
- Filling in Gaps in Consumer Assistance: How Exchanges Can Use Assisters, Families USA, November 2012
Arkansas
California
North Carolina
Vermont
Washington
The Role of Health Insurance Agents and Brokers
General Resources
Colorado
Connecticut
Delaware
Mississippi
Nevada
New York
Oregon
Training Programs and Certification Requirements
Arkansas
California
Delaware
Kansas
Minnesota
Outreach and Assistance Plans from States
Arkansas
California
- Planning Enrollment Assistance: Emerging Best Practices in Two States, Enroll America Webinar, December 2012
- California Health Benefit Exchange: Outreach and Education Grant Program, California Health Benefit Exchange, September 2012
- Phase I and II Statewide Assisters Program Design Options, Recommendations and Final Work Plan for the California Health Benefits Marketplace, Richard Heath and Associates, June 2012
- Statewide Marketing, Outreach & Education Program Final Design Options, Recommendations, and Work Plan for the California Health Benefits Marketplace, California Health Benefit Exchange, June 2012
Connecticut
Delaware
District of Columbia
Illinois
Maryland
Minnesota
- Exchange Blueprint Application Documentation for 2.6, 2.7, and 2.8 on the Navigator Program, the In-person Assistance Program and the Role of Agents and Brokers, Minnesota Health Insurance Exchange, November 2012
- Draft Definition and Levels of Service for Consumer Assistance / Navigator Program, Navigators, Agents, and Brokers Workgroup of the Minnesota Health Insurance Exchange, October 2012
- Navigator/Agent Current Landscape Breakdown, Navigators, Agents, and Brokers Workgroup of the Minnesota Health Insurance Exchange, August 2012
Mississippi
New York
Nevada
New Mexico
Washington
