Agent Training Materials

Agent Certification Training

All licensed Agents wishing to participate in 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.

Agent Onboarding Process and Materials

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

New Agent Onboarding Starts HERE!

Agent Welcome Packet and Instructions

Find my DOI Number

LMS Quick Reference Guide

LMS FAQ

Refresher Training Tip Sheet

Getting Started with 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 Identity Proofing (RIPD) One Pager:
Steps to complete the identity proofing process which may be required to access Agent Portal and the Self-Service Portal.
Transition to Medicare:
A booklet that details the transition to Medicare process.
LMS Quick Reference Guide:
Overview and detailed steps of how to access the MyPurpose Learning Management System (LMS).
LMS FAQ:
Overview and detailed steps of how to access the MyPurpose Learning Management System (LMS).
Kentucky DOI Webpage:
Link to the Department of Insurance Licensee Search webpage.

Agent Medicaid Payment Process Fact Sheet:
Agent payment process for Medicaid Appplication. Includes information on how to revieve compensation.
Agent Medicaid Payment Agreement:
Agent Medicaid payment agreement between Division of Health Plan Oversight and Licensed Kentucky Insurance Agents.
New Vendor Template:
Template for new vendors.

Agent Telephonic Line Onboarding

kynect on Demand

kynect on Demand Fact Sheet : Fact Sheet for the kynect on Demand service
kynect on Demand Office Hour Deck : Powerpoint Presentation

kynect on Demand Micro Video

I need help with RIPD for a Phone Interview
Intended to instruct Agents on the process of completing the Remote Identity Proofing (RIPD) during an application.
I need Help with RIPD 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.
Manual Identity Proofing Request Form
Manual ID Proofing. If an individual has failed RIPD process and the Experian help desk, DCBS workers/kynectors may use the following Manual ID proofing process to assist the individual.

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.
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 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 Delegate Renewal:
Renewing Delegate Agents in Agent Portal.
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:
Information on the Special enrollment status message.

Quick Reference Guides:

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

APTC Reasonable Explanation Guide:
Detailed steps on using APTC Reasonable Explanation.
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 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.
Filtering and Sorting Reports in Agent Portal:
Resource to help Agents navigate retrieving report.
Agent Reassociation:
Resource to help Agents reassociate with a client's case.