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Recertification Steps
 Recertification Steps for Indiana Assisters

  Recertification for Indiana Navigators 

Sixty days prior to your renewal deadline, you will receive an email notifying you of your requirement to renew your Indiana Navigator certification. You must complete the following steps before the last day of your anniversary month. 

  1. Complete two (2) hours of navigator continuing education ("CE") from an IDOI-approved Navigator CE provider. Visit the Precertification Training and Continuing Education page for more information and a list of approved Navigator CE providers. Check here for a list of IPHCA continuing education options. 
  2. Complete the online Renewal Application for Indiana Navigator Certification and pay associated filing and processing fees. (Licensed insurance producers and consultants are excluded from this requirement and must submit the Designation Form for Licensed Producers and Consultants.)
  3. If you have an actual or potential Conflict of Interest, as defined by the Conflict of Interest Policy, you must resubmit the Conflict of Interest Disclosure Form.

Reporting Requirements for Indiana Navigators 

Use the Service Request Form to notify IDOI of changes in name, telephone, address, or email. For a complete list of reporting requirements, please visit this page

All forms and reporting requirements may be submitted electronically at the end of the online application. They may also be submitted to the IDOI by either email; fax:317-232-5251 ("attn: Navigator Director"); or mail: Indiana Department of Insurance, c/o Navigator Director, 311 W. Washington Street, Suite 300, Indianapolis, IN 46204

More information can be found on the Indiana Department of Insurance's website.

 Recertification for Application Organizations (AOs) 

 AOs have a 30-day grace period following the expiration date to complete all steps.

  1. Complete the Renewal Application for Application Organization Registration.
  2. Pay the nonrefundable online filing ($50) and processing fees ($7.23).
  3. Multi-location organizations registering as AOs must submit to IDOI the: (1) name, (2) address, (3) telephone, (4) email, (5) website (if applicable), and (5) contact person; for each physical location of the Application Organization.
  4. Review the Conflict of Interest Policy and submit the Conflict of Interest Disclosure Form and Privacy and Security Agreement
  5. Submit all documents at end of online application or to

Please view the Indiana Department of Insurance’s (IDOI) website for more information about becoming an Indiana Navigator and/or Application Organization and the recertification process:

Recertification for Certified Application Counselors 

Remember that your login ID must be the alphanumeric Assister ID number created by CMS and assigned by your organization. If you are not sure what your Assister ID number is, contact your organization for additional information. Follow the steps below to complete the recertification process.

    1. Complete the CAC recertification training on the Marketplace Learning Management System (MLMS).
      • Helpful step-by-step instructions for registering and completing the training can be found here
    2. Complete the Recertification Request Form. CMS has created this model recertification request form, and your CAC Designated Organization (CDO) may modify it to meet their needs. 
    3. If necessary, enter into a new CDO-CAC Agreement with your CDO.
    4. Meet all other requirements as set forth by your CDO. 
    5. Your CDO will issue a new certificate, which is good for one year and should always be displayed when assisting consumers. View a sample CAC certificate

    Below are additional resources for completing your CAC recertification: 

    More information can be found on the Health Insurance Marketplace Assister & Partner Resource Center


    Recertification for CAC Certified Designated Organizations (CAC-CDOs) 

    The CMS-CDO agreement automatically renews each year; however, CMS may amend the agreement based on changes in applicable law or new program requirements. CMS has amended the CMS-CDO Agreement for 2015-2016 and in July, 2015, it notified all existing CDOs of the amendments. These CDOs were asked to notify CMS if they reject the amendments to the CMS-CDO Agreement. Rejection of the amendments will result in the termination of the CMS-CDO Agreement. 


    The CMS-CDO Agreement includes a requirement that your organization provide CMS with timely and appropriate updates and corrections to ensure the accuracy of its publicly available information on Find Local Help. The CMS-CDO Agreement also includes a requirement that, in the event your organization has stopped or will stop providing CAC services, it must request that its information be removed from public display on Find Local Help; and must also provide a notice of termination to CMS, within specific time-frames.

    Find Local Help can be found at