Resources

Interested in becoming an assistor certified to help consumers apply on NY State of Health?

1. Sign up for training

Assistors must be employed by an agency that is authorized by the New York State Department of Health. If your agency is interested in having assistors, you may contact the New York State Department of Health at assistor.admin@health.ny.gov to be approved.

Welcome to the NY State of Health Broker Tool Kit.

The administrative guides below will provide information for agents, brokers, and other assistors as they help small groups in the Small Business Marketplace.  They provide general guidance and define important policies.  The guides may be downloaded and printed or used as desktop resources.

Click on these headings for more information:

Brokers who wish to sell health insurance through NY State of Health (NYSOH) Marketplace, must be currently licensed by the Department of Financial Services (DFS) and certified by NY State of Health (NYSOH) marketplace. Effective August 31, 2020 NYSOH broker certification courses will be administered by NYSOH completely online and free of charge. The old NYSOH registration process on the DFS self-service portal will be shut off beginning August 28, 2020.

Individuals may authorize a Broker to work on their behalf in the Individual Marketplace.  This completed and signed Broker of Record letter will need to be uploaded as part of the online Individual Marketplace Application.