33-17-243. Producer exchange training — certification for exchange sales. (1) A producer may not sell, solicit, or negotiate insurance through an exchange on or after October 1, 2013, without first completing the initial producer exchange training and certification program provided for in this section as prescribed and approved by the commissioner.

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Terms Used In Montana Code 33-17-243

  • Exchange: means a health benefit exchange established by the state of Montana or an exchange established by the United States department of health and human services in accordance with 42 U. See Montana Code 33-17-102
  • Individual: means a natural person. See Montana Code 33-17-102
  • Negotiate: means the act of conferring directly with or offering advice directly to a purchaser or prospective purchaser of a particular contract of insurance concerning any of the substantive benefits, terms, or conditions of the contract if the person engaged in negotiation either sells insurance or obtains insurance from insurers for purchasers. See Montana Code 33-17-102
  • Sell: means to exchange a contract of insurance by any means, for money or the equivalent, on behalf of an insurance company. See Montana Code 33-17-102
  • Solicit: means attempting to sell insurance or asking or urging a person to apply for a particular kind of insurance. See Montana Code 33-17-102

(2)The producer exchange training and certification program required in this section must consist of topics related to health insurance offered within an exchange, including but not limited to:

(a)the levels of coverage provided in an exchange;

(b)the eligibility requirements for individuals to purchase insurance through an exchange;

(c)the eligibility requirements for employers to make insurance available to their employees through a small business health options program;

(d)the individual eligibility requirements for medicaid and the healthy Montana kids plan, as provided in Title 53; and

(e)the use of enrollment forms used in an exchange.