How to Manage Your Information in the CMS Enterprise Portal & Marketplace Learning Management System

How to Manage Your Information in the CMS Enterprise Portal & Marketplace Learning Management System


Welcome to the Agent and Broker Video Learning
Center. In this video, we will: Walk through how to update your professional
information in your agent/broker profile; Go over the real-time National Producer Number,
or NPN, validation process and how to resolve verification issues; and
Review how to add any languages you speak to your Marketplace Learning Management System
account. Feel free to jump to just the parts in this
video you want to see by clicking the links in the video description below. The Centers for Medicare & Medicaid Services,
or CMS, Enterprise Portal is a platform that agents and brokers, and other users, use to
access certain applications to work with the Marketplace. This includes the Marketplace Learning Management
System, or MLMS, where your agent/broker profile can be found. To access the CMS Enterprise Portal and your
agent/broker profile, visit portal.cms.gov and enter your User ID and password. After logging in, you’ll automatically be
taken to the “Agent Broker Registration Status” page. From there, click the “Complete Agent Broker
Training” link. Then click the “Access Training” or “Return
to Training” link next to the MLMS training option. Afterward, you’ll be taken to your agent/broker
profile. At the top of the page, you must select one
of the three agent/broker roles to indicate if you are participating with the Individual
Marketplace, the Small Business Health Options Program, or both. Under the “Find Local Help and Help On Demand
options” section, you can indicate how much of your professional contact information you
wish to display on Find Local Help and Help On Demand. You can opt to display: All of your contact information for all states
where you have a valid health license; Your contact information, minus your street
address, for all states where you have a valid health license; or
All of your contact information but just for your home state. You can also opt to not participate in Find
Local Help or Help On Demand at all. Under the “Individual Profile” section,
this is where you will provide your professional contact information, including your address,
phone number, email, website URL, NPN, and preferred contact method. Please make sure that your name matches the
information you provided to the National Insurance Producer Registry, or NIPR. This information will be used to verify your
NPN, and if your information does not match it will cause a delay in your NPN validation
process. Some of the information you provide here , like
the URL to your website, will be displayed on Find Local Help, if you chose to participate. This information is also used by CMS to keep
you informed on Marketplace policies and initiatives that are relevant to you, and to maintain
the Registration Completion List. Further down the page under the “Hours of
Operation” section, you can provide specific availability hours that will be displayed
on Find Local Help so consumers know when you’re available to provide assistance. Next, we’ll review the real-time NPN validation
process and how to resolve verification issues you may encounter. If you’re just now joining the video, we
previously reviewed how to manage your agent/broker profile, including where to find and update
your NPN, if necessary. Let’s get started! Each year during the annual Marketplace registration
process for new and returning agents or brokers, CMS determines whether an NPN, and the associated
agent or broker, has completed all the state and federal requirements to participate in
the Marketplace. This is referred to as the NPN validation
process. Starting plan year 2020, CMS conducts a real-time
NPN validation process within the CMS Enterprise Portal to allow you to correct any errors
identified during the validation process. To be validated, you must: Have a valid state license;
Have a healthcare-related line of authority, or LOA; and
Have an active status for your healthcare-related LOA. CMS validates the NPN provided in your agent/broker
profile in real-time against data stored in the National Insurance Producer Registry,
or NIPR, Producer Database. The NIPR Producer Database contains information
on NPNs, LOAs, and state licensure for agents and brokers provided by state Departments
of Insurance. Results of this NIPR NPN validation appear
on the public Registration Completion List. If you attempt to access the MLMS to complete
your registration and training but are met with a validation error, this could be because
you: Did not provide your Social Security Number,
or SSN, when you created your CMS Enterprise Portal user account;
Your NPN does not match what is listed in the NIPR Producer Database;
Your name does not match what is listed in the NIPR Producer Database; or
Any combination of all three. If you receive an error that says “NPN validation
failed,” this means your name and/or NPN does not match what is listed in the NIPR
Producer Database. To confirm your information, visit nipr.com/PacNpnSearch.htm
and use one of the three search options to find your record. If just your NPN does not match what is listed,
be sure to update and confirm your information in your agent/broker profile. Remember, your NPN is not the same as your
state licensure number or Federal Tax ID number! Once your information is correct, you’ll
be able to click the “Save” button and proceed to the MLMS. However, if your name in your agent/broker
profile does not match what is listed in the NIPR Producer Database, or if you receive
an error that says “Saving Data Failed,” you’ll need to contact the Marketplace Service
Desk at 1-855-267-1515. The “Saving Data Failed” message means
that you did not provide your SSN when you created your CMS Enterprise Portal user account,
which is now required to validate your NPN. When you contact the Marketplace Service Desk,
a representative will confirm your identity using the NIPR Producer Database, and then
update your information, as necessary. Your NPN validation errors should be resolved
within 5 to 7 business days, at which time you need to log back into the CMS Enterprise
Portal and update your Marketplace role to one of the three Agent Broker options. You will be unable to proceed to the MLMS
as an “Agent or Broker” if you receive a validation error message. You may continue to the MLMS to complete your
registration and training by selecting “Not an Agent Broker” in the dropdown menu at
the top of your agent/broker profile. However, after the NPN validation error has
been resolved, you will need to return to your agent/broker profile to update your Marketplace
role to an Agent Broker option or you will be able to participate in the Marketplace. If you’re just now joining the video, we
previously reviewed how to manage your agent/broker profile in Part 1, as well as the real-time
NPN validation process and how to resolve verification issues you may encounter in Part
2. During this next part of the video, we’ll
review how you can meet consumers’ language preferences by adding languages you speak
to your MLMS account. If you have opted into Find Local Help and
Help On Demand, these languages will also be added to your profiles on those applications. This will allow consumers to easily find agents
and brokers who speak a preferred language. Let’s get started! After ensuring your agent/broker profile is
up-to-date and that your NPN is valid, you’ll be able to proceed to the MLMS, wherein you
can add the languages you speak into your account. To access your account, click your MLMS profile
picture, and then scroll to the bottom of the page. Here, expand the “Languages” section and
click the “Add Language” link. A pop-up will appear where you’ll be able
to select the language you want to add to your account and indicate your speaking, reading,
and writing level. Once you’ve made these selections, you’ll
click the “Save” button to add this language to your account. You’ll repeat this process for each language
you wish to add. We hope this video has been helpful. If you need additional support managing your
information in the CMS Enterprise Portal and MLMS, contact the Marketplace Service Desk
at 1-855-267-1515. Thank you for watching!

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