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The Medicare Stakeholder Ecosystem: Personas, Roles, and Collaboration

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 examines the key stakeholder personas involved in an ICHRA-Medicare transition workflow and defines the responsibilities of each. Licensed Medicare agents will learn how employees age 65 and older, HR managers, benefit brokers, and ICHRA administration platforms each interact within the process, and where the Medicare agent's licensed role begins and ends. Emphasis is placed on collaboration, communication responsibilities, and compliance boundaries specific to the agent's role in this multi-party workflow.

    You will learn:

    • Debunking Myths
    • HR Managers Role in Medicare
    • The Benefit Broker
    • The ICHRA Administration Process
    • The Medicare Agents Role

    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)

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    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."
    JOHN SMITH
    "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."
    KATE PARKER