March ACA Round-Up

March’s ACA Webinar covers key updates every agent should know, including HealthSherpa’s new carrier codes, the latest on contracting blackout periods, Wisconsin’s new rule prohibiting NPN usage, and exciting updates to the Agent Portal—like our new Client Tab to help you track clients, policies, and manage your book of business with ease. Watch now to stay up to date!

This month’s webinar covers important compliance updates, evolving carrier rules, and an exciting preview of powerful new tools coming soon to the O’Neill Agent Portal.

Here’s what we covered:

Carrier Tab in HealthSherpa
Agents are now responsible for keeping their carrier and state appointments up to date in the Carrier Tab in HealthSherpa. Karen explains where to find it and how to ensure your settings are accurate.
NPN Override Changes
States like Wisconsin, North Carolina, and South Dakota are now prohibiting NPN overrides. Agents must be appointed directly with each carrier in each licensed state. More states are expected to follow, so agents are encouraged to submit appointment requests now—before the rush of OEP.
Contracting Blackouts
- Ambetter: Transfer blackout lifts April 15
- Oscar: Transfer blackout expected to lift in June
  These blackouts only apply to transfers—new appointments are not affected.
Customer Tab Preview: A Smarter Way to Manage Your Business
Will presents a live walkthrough of the upcoming Customers tab inside the O’Neill Agent Portal, featuring:
- Book of Business Tab – View policies across carriers like Ambetter, Aetna, UHC, Oscar, Molina, and more—all in one place.
- Policies Tab – Cross-reference HealthSherpa submissions with appointment status and book-of-business data. Easily identify:
  - Policies submitted without proper appointments
  - Submissions not yet reflected in your carrier book of business
  - Gaps that may impact commission payouts
Built-In Tools for Agencies
Agency admins can view all downline submissions and books of business in one consolidated export—perfect for compliance and commission reconciliation.
Two-Factor Authentication Coming Soon
The updated portal will include required 2FA to comply with CMS security standards. Setup is quick and easy, and support is available if you need help updating your number.

💬 Need help? Contact support@oneillmarketing.net or book a one-on-one with your consultant via the Agent Portal.

More Webinars

June ACA Round Up

In our June ACA Round-Up, we break down key updates from the new CMS Final Rule and dive into all things contracting with O'Neill Marketing. We also highlight the opportunity to pivot toward PPO and ancillary product sales. Don’t miss details on upcoming HealthSherpa webinars designed to help agents navigate these changes and stay ahead.

May ACA Round-Up

Stay up to date on the latest ACA changes with our May 2025 ACA Round-Up Webinar. We cover updates on SEP verification, Aetna CVS exits, proposed CMS rules, enhanced subsidies, Open Enrollment changes, and more.

April ACA Round-Up

In this month’s ACA Round-Up, we’re covering key carrier updates, compliance reminders, and introducing a powerful new feature in the O'Neill Agent Portal — the Customers Tab! This game-changing tool helps you view all your policies in one place, audit your book of business, and ensure you're getting paid for the business you write.