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This page is for the sole use of Murray Insurance Agents and all information herein is proprietary and may not be used without the written permission of a director of Murray Insurance Agency.

U65 Individuals and Family


  • Determine client scenario: how many people, do they currently have coverage, are they eligible for a subsidy, do they have a doc they must keep, do they need benefits outside Florida?? You need all this info to target the right course and plans
  • Use Access Blue to run quotes with subsidies before going to and screen share if possible to keep the client interested and focused. Email if needed.
  • Discuss the differences among the networks, explain certain terminology and give examples for better understanding.
  • Offer to upload inconsistent documents for the client. Make yourself indispensable.
  • Marketplace: Have client term their own policy, remember all changes must be done on, and they forward to Blue.

Marketplace Training Videos 

How to Handle Challenging or Unique Consumer Situations During the Upcoming Open Enrollment Period

Marketplace Quick Reference

Marketplace Compliance Form

2024 Federal Poverty Levels for Financial Assistance IU65

2024 Compliance Reminders and Marketplace Requirements

Marketplace News: IRS Final Rule Regarding Affordability of Employer Coverage for Family Members of Employees

CMS – Affordability of Employer Coverage for Family Members of Employees: “Fixing the Family Glitch”

ACA Notice Medicaid Unwinding

CMS – Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit, and Failure to File and Reconcile

CMS – Agent and Broker Resource Links

Understanding Marketplace SEP

2024 Pautas para el periodo especial de inscripcion U65 Job Aid (Spanish)

2024-Special Enrollment Period Guidelines Job Aid IU65

Quick Reference for U65

U65 Needs Analysis

U65 SEP Guidelines List April 2024

U65 SEP Guidelines List April 2024 (Spanish)

Go to Florida Blue U65

Go to FCHP U65

Go to Ancillary Products

– Front office support and reception
– Assists with Faxing and Scanning of documents
– Oversees meeting/seminars/scheduled events etc.
– Coordinates assembly of materials needed for events
– Monitors all equipment and materials going to Agents

– Commission reconciliation questions – send email with reconciliation form request

– New Group Sales – all questions/assistance/in field training with NEW Group sales
– NO Referrals assistance – reach out to Rogers Benefit Group

– Business Development ideas
– Financial issues – not related to Commissions
– Escalation of Issues not being taken care of in a timely matter

– Advice on any Marketing Events and Community Outreach
– Content of Email, Mail and Text campaign
– Coordinates all Social Media activity

– Initial venture in to outside/inside Sales – one-on-one and classroom training
– In Field Support – need a colleague to join you on a Sales call to teach/support your activity
– Available for questions on most situations that may arise with a Sale of any product.