ACA Prep Class
Click below to watch video | Click here to view PowerPoint
Massive ACA Changes – 2 Health Markets Crash
Click below to watch video | Click here to view PowerPoint
Agent Tools & Updates
American Rescue Plan Act (ARPA) Resources
- American Rescue Plan Act Articles:
Health Sherpa / ACA Enrollment Platform
- Click Here for instructions to set up your Health Sherpa platform
- Additional Health Sherpa Resources:
- Health Sherpa – Getting Started Guide
- How to Complete an Enrollment – 2 minute demo video
- Health Sherpa Overview – Webinar
- Video walks agent through platform set up and enrollment process
Client Data Sheet
The Client Data Sheet/Health Survey links below are a tool for agents to use in collecting client data to assist in enrolling their clients. This is not a referral tool. You are responsible to follow all HIPAA compliance in collecting and storing any/all PHI (Protected Health Information).
Leads
- Health & Medicare Lead Platform Demo
- Watch this video to learn how you can get leads any hour of the day. Sell more insurance 12 months a year! PPI also provides lead credits to our agents.
- Lead Platform Guide
MARKETING:
ICHRA: Sell ACA plans to Employer Groups 12 months a year
ADDITIONAL TOOLS:
- CMS User Account Issues:
Training
- Which plan is best for my prospect? – VIDEO | PPT – 4/22/20
- The 360 Interview – How to Triple Your Income
- On Demand Training Videos (Under 65)
- ACA University Training – Note: ACA Appointments through PPI are required to access this training.
- View Calendar: Upcoming Meetings & Webinars