This article explains the process for consumers to designate an Agent/Broker or a Certified Enrollment Counselor (CEC) on their account.
PLEASE NOTE: Only a consumer can initiate the designation process of an enrollment assister from their consumer portal or through the find local assistance tool available under the ‘Help & Support’ tab on the login page.
- 1: Click on the ‘Help & Support’ drop-down.
- 2: Click on ‘Find Local Assistance (for Agent’s) or ‘Find a Nevada Certified Enrollment Counselor Near You’ (for CEC’s).
- 3: Follow the next section to designate an Agent/Broker, or 'skip ahead' to designate a CEC.
To Designate an Agent/Broker
- 1: For Certified Agent, a consumer can search them by Location which includes Zip code, Distance and Languages. Consumers can also search Agents by Name which includes typing in an Agent’s First Name, Last Name and their Company Name, and click on the ‘Search’ button.
- 2: Select the preferred Agent from the list.
- 3: Review the Agent information and click on the ‘Continue’ button. Click on the ‘Back’ button to see the filtered Agent list or click on ‘Search Again’ to start a new Agent search.
- 4: Checkmark the attestation checkboxes after reading the Agent designation attestations, provide the applicant's e-signature, and click on the 'Confirm' button.
- 5: A success message will appear for successfully designating an Agent.
- After a consumer has taken these steps, an Agent will have the option to accept or decline the consumer's designation through the Agent portal.
Certified Enrollment Counselors (CECs)
- 1: To Designate a Certified Enrollment Counselor, a consumer can search for a CEC by Location which includes Zip code, Distance, and Languages. Consumers can also search for a CEC by Organization Name, and click on the ‘Search’ button.
- 2: Select the preferred Entity Organization from the list.
- 3: Review the Entity Organization information and click on ‘Show Certified Enrollment Counselors’ button.
- 4: Select the preferred CEC from the list.
- 5: Review the CEC information and click on the ‘Select Counselor’ button.
- 6: Checkmark the attestation checkboxes after reading the CEC designation attestations, provide the applicant’s e-signature, and click on the ‘Confirm’ button.
- 7: A success message will appear for successfully designating a CEC.
- After a consumer has taken these steps, a CEC will have the option to accept or decline the consumer’s designation through the CEC portal.