Brokers
Through our online portal and your own personalized user account, you will be able to provide the following valuable services quickly and easily for all your clients:
- Setup and enroll new individual clients
- View and manage open enrollment activity for individual clients
- Process individual client renewals
- Setup new employer groups and perform maintenance for SHOP eligibility determinations
NY State of Health will share all client communication as well as provide you with updates and information on the marketplace via your private email account and inbox located on the portal.
Get Started
Interested in becoming a broker certified to sell on the NY State of Health Marketplace?
Brokers must be trained and certified to work on the NY State of Health Marketplace. Brokers can choose to be trained and certified for Small Business only or both Individual and Small Business. You can select the training option that works best for you through our online classroom. To learn how you can become a NY State of health certified broker follow the steps below, or if you have any questions contact the Marketplace at 1-855-355-5777.
Register and create an account
Get Started as a new user and create a NYS GOV ID by selecting the "Click Here to Register" link above. Follow the process to create a NY State of Health Account
Verify your NYS License
NY State of Health will collect and verify your Broker or Agent licensing information with the Department of Financial Services.
Complete certification training.
Upon verification of your license by DFS you will receive an email with further instructions on how to complete our online certification training course(s). Brokers can choose to be trained and certified for Small Business only or both Individual and Small Business.
Overview
NY State of Health makes it easy for you to help small business owners and individuals choose health plans that are right for them.
Ease of Administration for Individuals - Online individual marketplace enrollment available, streamlined individual marketplace applications and business requirements for all carriers.
Small Business Tax Credits - The Small Business Marketplace is the only place your clients can get access to the federal tax credit.
Direct to Carrier Enrollment - Receive an eligibility determination for an employer through the Small Business Marketplace and enroll in SHOP certified plans through participating insurance carriers.
If you have questions or need technical support, you can contact our full-service broker support center at 1-855-355-5777. Customer Service Specialists can answer questions in more than 13 languages and are available evenings and Saturdays. Web Chat and co-browsing options are also available if you need navigation or technical support when utilizing the enrollment portal.
Frequently Asked Questions
Where can I find more broker support tools and resources?
Visit our Broker Tool Kit
Can brokers receive commission?
Yes, commissions will come directly from insurance carriers and will vary based on each carrier's commission rules.
Do small businesses need to obtain a favorable eligibility determination from the Exchange to be eligible for tax credits?
Yes.
Which Exchange covers sole proprietors?
Federal guidelines require sole proprietors to go the Individual Exchange.
Can a small business with employees outside New York State purchase on the Exchange?
Yes, provided the business is headquartered in New York State.
Is there one individual marketplace application for all carriers?
Yes.
News & Updates
Getting Assistance
There are people in your community who are trained to help you apply for health coverage, understand your coverage options, and help you to enroll in a plan that is best for you and your family. There are different ways to get help applying for health coverage through the Marketplace. You can get help with your application from:
- In Person Assistors/Navigators
- Certified Application Counselors
- Brokers
In Person Assistor/Navigator
In Person Assistors (IPA)/Navigators are certified and trained to educate and provide enrollment assistance to individuals and small businesses about the health insurance options available through the Marketplace. IPAs/Navigators can assist individuals and families, as well as small businesses and their employees. They speak over 40 different languages and are available weekdays, evenings, and even on weekends. IPA/Navigators are available in convenient community-based locations in every county and all help is free. Click here to find an IPA/Navigator in your community.
Certified Application Counselor
Certified Application Counselors (CACs) are also trained to provide enrollment assistance to individuals applying for coverage through the Marketplace. Certified application counselors may work for entities such as hospitals, clinics, providers or health plans. Call 1-855-355-5777 for more information about Certified Application Counselors. Click here to find a CAC in your community.
Broker
"NY State of Health Certified Brokers" are NYS licensed professionals that have been certified by the NY State of Health Marketplace to provide enrollment assistance to individuals and small businesses. NY State of Health Certified Brokers can tell you about health insurance options available through the Marketplace and can help enroll yourself, your family, your employees or your business. Help applying for coverage and enrolling in a plan on the Marketplace is provided for free when using a NY State of Health Certified Broker. Click here to find a broker who is suited specifically to your business or family's needs.
Authorized Representative
You may have a trusted friend, relative, partner, or lawyer help you and act for you on matters related to your application. This person is called an authorized representative. You need to give permission to the Marketplace to speak with your authorized representative. Click here for information on how to name someone as your authorized representative.
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