Your Success Checklist

This short training video walks you step-by-step through the essentials every agent needs:

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• Create your CMS Enterprise Portal account 

• Complete required registration and training

• Ensure consumers can find you on Find Local Help and Help on Demand

• Choose the best enrollment pathway for your clients

• Explore helpful resources to streamline your work

• Learn where to find additional assistance when needed

This checklist is your roadmap to starting strong, staying compliant, and ensuring consumers can easily connect with you.

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Watch the Video Below Now!