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Annual Training Requirements

May 31, 2020
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Only Health Options-appointed brokers who have verified that they completed both the Health Options and CMS annual training requirements are eligible to receive commissions for on-exchange business. If you did not attend one of Health Options’ in-person Fall Broker Training sessions, you can access the training online at  This recording can also be used as an educational tool for new hires in your office. When finished, contact Ariel Thomas, Business Development Coordinator, at  or call 207-402-3317.

Brokers who do business on the marketplace must also complete required CMS education. Make sure to email a copy of your completion certificate for 2020 to

For questions about the training or assistance in enrolling individual or group members, contact your Business Development account team.


We value our broker partnerships and want to learn how we can better serve you. Of course, you can always contact us directly with suggestions for improvement. You may also be asked to participate in a STAMP (Strategic Account Management Platform) assessment survey, which will enable you to evaluate us on what is most important to you. We received helpful feedback when we used the survey last year and will be sending it out to Brokers in the summer. It only takes about seven minutes to complete and immediately alerts us about high priority issues so we can address them quickly.

If you are asked to complete a survey, please do so promptly; it will only be open and available for a limited time. Contact Business Development at (207) 402-3353 with any questions about the survey process.