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Complex Situations Training

Tips for Assisting Consumers with Complex Situations
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INSXCloud Training Videos

How to Change your Profile Settings
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How to Reset your Password
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How to Use the Subsidy Calculator
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How to Upload Documents
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How to Start a "Child Only" Quote
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How to Create Intake Forms
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How to Create and Edit Quotes
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How to Invite Applicant to View Quote
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Enroll America Training Videos

How to Create a Schedule
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How to Navigate the Appointments Page
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How to Create Outreach Events
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How to Document Call Outcomes
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Tax Season Readiness 101

Do you have questions on how to assist consumers during the 2015 tax season? Take a look at the “Tax Season Readiness 101” webinar slides below. The webinar, held on March 9, highlighted the following information:

• What the Form 1095-A is, where consumers can access it, and how to request corrections
• Why consumers must reconcile advance payments of the premium tax credit
• How to claim the premium tax credit (PTC) as part of the tax filing process
• How to use the Health Coverage Tax Tool to request PTC or to file an affordability exemption from the requirement to maintain health coverage.

Do not forget that the federal tax filing deadline is April 18!

Remember: While you may provide information to consumers about the advance payments of the premium tax credit reconciliation process and the tax forms that they will receive from the FFM, it is important that you not provide any tax filing advice or answer any tax filing questions.

Click to download Webinar Slides

Tax Season Readiness