As of OEP 2024, if your client has an existing ACA policy with another Agent of Record (AOR), CMS requires a 3-way call to finalize the application and update the AOR.
Steps to Complete the 3-Way Call
1. Call the Marketplace Call Center: 855-788-6275
2. Client must speak with the CMS rep & grant you permission to speak on their behalf:
NOTE: We recommend they give 365-day consent in case future updates are needed.
3. During the call, inform the CMS representative of the following :
The client’s application was started on an EDE platform
You need assistance with updating the AOR and adding the selected plan
4. Return to My MFG, to View the EDE ACA Agent Dashboard - locate client >Select view application >click button MARK ENROLLMENT SUBMITTED BY CMS
NOTE: Application requiring 3-way call with CMS marketplace will remain in "In Progress" status if the application is not MARKED AS SUBMITTED BY CMS