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Agent and Broker Training & Testing Guidelines Introduction Content for the Agent/Broker training guidelines is based on information from CMS Medicare Managed Care Manual (MMC), CMS Medicare Prescription

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What is agent and broker training?

Agent and broker training is a program designed to educate and train individuals who work as agents or brokers in the insurance industry.

Who is required to file agent and broker training?

Agents and brokers who are licensed to sell insurance products are required to file agent and broker training.

How to fill out agent and broker training?

Agent and broker training can be completed online through approved courses and the completion certificate can be submitted to the relevant regulatory body.

What is the purpose of agent and broker training?

The purpose of agent and broker training is to ensure that individuals working in the insurance industry are knowledgeable about industry regulations, products, and practices.

What information must be reported on agent and broker training?

Information such as course completion certificates, number of training hours completed, and course content may need to be reported on agent and broker training.

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