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Sales Tool Kit

Agent Training

Learn how to use the Producer Experience Portal, our sales platform and other agent- and member-focused resources.

Understanding Your Sales Support Portals

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Producer Experience Portal

Explore training materials that can help you access, start using and troubleshoot the Producer Experience Portal.

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IFM Shop and Enroll

Explore comprehensive IFM Shop and Enroll training, tips and FAQs for on-exchange enrollment and an agent-assisted enrollment guide.

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Special Enrollment Training

Do you have clients who just went through a qualifying life event? Learn how to help them enroll off-exchange for new coverage.

 

Special Enrollment Period Resources

Explore an overview of 2026 Special Enrollment Period and learn how to support your clients through the enrollment process:

Illinois Adobe PDF 

Montana Adobe PDF 

New Mexico Adobe PDF 

Oklahoma Adobe PDF 

Texas