Agent Training Materials

​​​​​​​​​​​​​​​Agent Certification Training

All licensed Agents wishing to participate on the kynect State-Based Marketplace will need to complete the onboarding and training hosted by the Commonwealth of Kentucky to provide application and enrollment assistance to consumers.

State Certification Training

KHBE, in partnership with the state Personnel Cabinet, has moved all training required for State Certification for Insurance Agents to the My Purpose Learning Management System (LMS).

My Purpose/LMS Resources

The links below provide valuable information and instructions on the onboarding process for new Agents and the My Purpose LMS.

Getting Started with kynect health coverage:

Documents and guides related to onboarding as an Agent to kynect health coverage.

• Agent Welcome Packet​ : Overview of the Agent onboarding process and includes detailed steps for Agents to onboard to KHBE's systems and programs.

• Kentucky Online Gateway (KOG) and Agent Training One Pager​ :  Overview of the 3-day process to access KOG, complete the Agent training, and access Agent Portal.

• Remote Indentity Proofing (RIDP) One Pager : Steps to complete the identity proofing process which may be required to access Agent Portal and the Self-Service Portal.

• LMS Quick Reference Guide : Overview and detailed steps of how to access the MyPurpose Learning Management System (LMS).

• LMS FAQ : Frequently Asked Questions regarding the MyPurpose Learning Management System (LMS).

• Kentucky DOI Webpage : Link to the Department of Insurance Licensee Search webpage.
  

Remote Identity Proofing (RIDP)

• I Need Help With RIDP for a Phone Interview :  Intended to instruct Agents on the process of completing the Remote Identity Proofing (RIDP) during an application. 
  
• I Need Help With RIDP for KOG Account Creation ​:  Designed to help users complete the necessary steps for Manual Identity Proofing to verify the identity of users with KOG Accounts that have previously failed the Remote Identity Proofing process.​
  

Quick Access Resources:

FAQs, one-pagers, and short guides.

•  Agent FAQ : Frequently Asked Questions regarding Kentucky Online Gateway, kynect health coverage, and Agent Portal.

• Agent Role in kynect health coverage : High-Level list of the Agent role in kynect health coverage.

• Agent Role in Agent Portal : High-level overview of the main tabs in Agent Portal, what is viewable, and actions that may be taken.

• Contact Center Role in kynect health coverage : High-level list of the Contact Center role in kynect health coverage.
• Countable and Non-Countable Income for MAGI Medicaid: This table lists the types of countable and non-countable Income for MAGI Medicaid.

• DCBS Role in kynect health coverage : High-level list of the DCBS role in kynect health coverage.

• SBM Notice Guide : Overview of the notices Residents receive from kynect health coverage such as the coverage summary and open enrollment notices.

• Prescreening Tool Comparison : High-level comparison of the kynect benefits and kynect health coverage Prescreening Tools.

• Who Do I Contact : Description and contact information for kynect health coverage topics.

• Agent Association to Client ​Case by Paper or Phone: Steps for Agents to associate with existing and new client cases via paper or phone.
  
• Agent Association to Client Case by Electronic or Verbal Consent​: Steps for Agents to associate with existing and new client cases via electronic or verbal consent.
  

• Agent Actions in Agent Portal : High-level overview of how to upload documents, create Prospects, create a quote, and reassociate with Clients.

• Agent Actions and Reminders for Clients : High Level Overview of actions Agents may take and important reminders for Clients.
• Agent Portal Update Information : Instructions for Agents to revise their spoken languages, methods of contact, hours of availability, or proximity to public transportation.

• Professional Services Line (PSL) Best Practices : High-level overview of the Professional Services Line (PSL) best practices.

• Applying and Updating APTC Fact Sheet : Overview of how to apply and update Advance Premium Tax Credit (APTC).

• How to Update Existing Enrollments : Overview of how to update existing Qualified Health Plan (QHP) enrollments in the Enrollment Management Module.

• Immigration Fact Sheet : Overview of immigration eligibility and criteria for QHPs, APTC, and Medicaid.

• Income Verification Fact Sheet : Overview of income verification.

• Enrollment Management Module (EMM) Fact Sheet : Overview of the Enrollment Management Module.
• Special Enrollment Period Verification Status Message

Quick Reference Guides:

Training guides with step by step instructions for navigating different aspects of Agent Portal and kynect health coverage.

• Accessing SBM Refresher WBT Materials after Completion​: Detailed steps for accessing SBM Agent Training Guides.
  
• Benefits Application with kynect benefits​​​ ​: Detailed steps for navigating the benefits application within kynect benefits.
  
• Clearing Cache​: This document provides step-by-step guidance on clearing cache (cookies)/browsing history in Google Chrome.
  

• Health Benefits Paper Application Forms : Detailed steps for accessing the paper application forms for Medicaid/KCHIP/Qualified Health Plans/Payment Assistance.

• kynect benefits Prescreening Tool : Detailed steps for navigating the kynect benefits Prescreening Tool and the Browse Plans feature for MCOs.

• kynect health coverage Prescreening Tool : Detailed steps for navigating the kynect health coverage Prescreening Tool and the Browse Plans feature for QHPs.

• Small Business Health Options Program (SHOP) : Detailed steps for navigating the SHOP eligibility application and how to use the SHOP calculators.

• Vision Coverage : Detailed steps for accessing vision insurance offered through kynect health coverage.​
  
• Agent Association to Client Cases​: Requesting access to an existing case.
  

• Agent Portal Quoting Tool Scenarios : Various scenarios for using the Quoting Tool in Agent Portal with detailed steps.
• Agent Document Upoloading​ : Step by step instructions for Agents to upload Client documents to Agent Portal and kynect benefits.
• Member Match Task for Agents and kynectors : Provides quick access to key information related to MCI Member Match task for Agents and kynectors in kynect.
• Tax Filing Statuses and Locked Enrollments : An important component of determining eligibility for benefits programs, specifically APTC.

OE​​​​PY2023 Webinar

• ​OEPY2023 Webinar Slides​
  
• OEPY2023 Webinar FAQ​
  

SBM Agent Office Hour Sessions

​