Join today

Compliance and Documentation: Protecting Everyone in the Chain

Required Live Webinar included in the Medicare-ICHRA Specialist Certification program (General)

  • 68 learners

    Enrolled

  • 1 hour

    Continuing Education Credit Eligible (Select States)

  • 1 hour

    Certification Credit

  • Certificate Awarded

    Upon Course & Exam Completion
    What you are going to learn

    Course Overview

    This course covers the compliance and documentation responsibilities of licensed Medicare agents working within an ICHRA-Medicare transition workflow. Topics include employer ICHRA notice requirements, CMS Medicare marketing guidelines as applied in an employer setting, essential agent recordkeeping practices, and common compliance failures that create risk for agents and clients. The course defines the agent's appropriate role and identifies when escalation to legal or compliance counsel is warranted.

    You will learn:

    • ICHRA Employer Compliance
    • Medicare Marketing Compliance
    • Essential Documentation
    • Common Compliance Failures
    • Prevention Strategies

    Disclaimers

     No Guarantee of Exam Passage

    Enrollment in this course does not guarantee that the student will pass any required examination. Students must meet all course completion and exam requirements to receive CE credit.

    CE Credit Reporting

    CE credits will be reported only to states in which this course and provider are approved. Students are responsible for verifying that this course satisfies their individual state licensing requirements before enrolling.

    Refund Policy

    Whether you want to boost your career within the company you are working or grow at your own business by applying the latest strategies we teach, this is the way. (See Refund Policy for details)
    Our Instructors

    Meet Our Instructors

    Marcus Greene

    Provider Director &
    Head Instructor
    Marcus Greene is the Founder and CEO of Saidi Health, the education and certification platform helping define the emerging Medicare-ICHRA market.

    With 18 years of insurance industry leadership, he built Saidi Health to close a critical training gap for agents and is recognized as a leading voice in agent development and the future of Medicare innovation.

    Esther powers

    Instructor
      Esther Powers is a Health Benefits Director and ICHRA strategist with 10+ years of experience driving revenue across health insurance markets.

    Active in the ICHRA space since 2021, she specializes in scaling broker distribution, aligning carrier partnerships, and delivering high-impact education strategies that accelerate adoption and sustainable growth. 

    Heather McKamey

    Instructor
    Heather McKamey is a Medicare and ICHRA specialist focused on guiding employees from
    employer coverage to Medicare.

    With 20+ years in HR and firsthand experience implementing ICHRA strategies, she brings an employer’s perspective—helping organizations and employees navigate reimbursement models, compliance, and Medicare coordination with clarity and confidence.

    Course reviews

    "I gained valuable insights into the Medicare-ICHRA space. Strengthened my understanding of processes I was already familiar with and loved picking up entirely new strategies I hadn't explored before."
    Martha Greene
    "I walked away with practical knowledge I can use right away. Sharpened the skills I already had in place and was excited to discover fresh approaches to Medicare-ICHRA that I hadn't considered before."
    Jay Smith