Timely analysis and resources on policies that impact enrollment, public education, outreach and communication strategies, and tactics from around the country, created at the state, national and federal levels.

Application Assistance

  • Application Assistance 101
    This fact sheet provides you with tips to consider and best practices to implement as you design and carry out your enrollment assistance program. (Enroll America)
  • Tips for Helping Consumers Enroll
    This tip sheet is for enrollment assisters helping consumers complete their application through the federally facilitated marketplace. It answers commonly asked questions such as what to do if a consumer is “stuck” somewhere in the application. (CMS)
  • Helping Consumers with Casework
    This fact sheet helps you trouble shoot what to do when a consumer is having difficulty with their application or their plan selection. (CMS) 

Outreach and Messaging

Enrollment Webinar Archives 


  • Training Programs and Enrollment Resources
    The Center for Medicare and Medicaid Services (CMS) has made available the materials used in the federal Navigator and Certified Application Counselor (CAC) training and certification programs, as well as presentations that provide an overview of the marketplace and resources to help consumers. (Centers for Medicare and Medicaid Services, Health Resources and Services Administration)
  • Provider Marketplace Toolkit 
    This toolkit includes a range of resources and materials that clinicians and health care administrators can use to learn more about the Marketplace and educate patients about their new health care options, how insurance works, and the benefits of having insurance. It also includes materials for providers to learn more about the Small Business Health Options Program (SHOP). (U.S. Department of Health and Human Services, Health Resources and Services Administration)
  • Getting Ready for the Health Insurance Marketplace Toolkit 
    This toolkit explains the health care law and how it helps people with mental and substance use disorders; outlines how to use the Health Insurance Marketplace; and provides a wealth of communications ideas and materials with a focus on getting the word out to uninsured individuals in your communities. (U.S. Department of Health and Human Services, Substance Abuse and Mental Health Services Administration)
  • Training Program for District of Columbia Medicaid Eligibility Workers
    Families USA developed a training program for District of Columbia Medicaid eligibility workers under contract with DC Health Link, the District of Columbia's Health Benefits Exchange. These workers determine eligibility for Medicaid and other benefit programs (including SNAP and TANF), and will help consumers apply for coverage and financial assistance, report changes, renew coverage, and verify the information that is needed to determine eligibility. These training materials are posted here as an example that we hope you can adapt for other training programs.