Broker Certification Training
Becoming a Pennie-Certified Broker is simple, easy, and free. Follow the simple steps below.
Note: For current Pennie Certified Brokers, you need to complete the annual certification training by November 30, 2024. There will be no deadline extensions.
If the certification training is not completed by the deadline, you will be decertified effective 12/31/2024 and your customers will be de-designated.
Create or Update Your Accounts
1. Create Your Pennie Broker Account (if needed)
2. Create Your TrainPA Account, or use your existing TrainPA login
Complete 2025 Broker Certification Training Modules
Complete the Modules Below, in order (click here for help)
Module 1: Intro to Pennie / ACA / MEC / ARPA / IRA
Module 2: The Role of Assisters and Brokers / Common Definitions / Best Practices
Module 3A: Agency Manager Portal Training
Module 3B: Broker Portal Training
Module 4: Enrollment Periods
Module 5: Citizenship Eligibility / Lawful Presence / Assisting Immigrants
Module 6: Calculating Income & Financial Assistance Explained
Module 7: Completing the Application
Module 8: Eligibility Determinations / Choosing a Plan / Binder Payments
Module 9: After the Enrollment / Mid-year Changes
Module 10: DEI & Considerations for Special Populations
Module 12: Community Engagement / Marketing and Helpful Resources / Broker General and Logo Agreements
Note: Links found in training course can be found listed here.
Pennie Verifies Your License and Certification
What comes next?
After you have created your Pennie broker account, completed the Broker Certification training course, and passed the training exam with a score of at least 80%, Pennie will validate the information entered on your TrainPA and Pennie accounts mirror each other, as well as the Broker database housed by the PA Insurance Department. Please allow 5-7 days for review.
If you have completed all of the requirements, your Pennie account status will change from Pending to Certified, indicating that you are now a Pennie-Certified Broker! You will receive an email from noreply@pennie.com when your Pennie status updates.
If you have any questions, call Pennie Broker Support at 844-844-4440.
Creating Your Accounts
State and National License Verification
Ensure your PA Insurance Department License and National Producer Number (NPN) are valid for the upcoming Plan year. PA License can be verified at Find a Licensed Individual(pa.gov). NPN can be verified at Widget: Look Up Your NPN | NIPR.
Create your Pennie Account
If you are an Independent Broker, you must create an Agency account and an Agent account under your new Agency. Please refer to our Agency & Agency Manager Account Creation Guide for more information on how to create these accounts.
If you are a broker working within an Agency, your Pennie account must be created by your Agency’s ‘Agency Manager’. Please refer to the Agent (Broker) Account Claiming Guide for more information. If you are unable to get in contact with your Agency Manager, please contact our Broker Support at 844-844-4440 for assistance.
Create/Update your TrainPA Account
Visit: TrainPA and log in or select Create Account
Use our step-by-step guide to create and/or update your TrainPA profile: TrainPA Account Creation & Profile Update Guide
Starting the first training course and moving through the modules
The best way to get to the training courses is by using the links provided within the chart above.
Select the link provided in the chart above. Please note modules must be taken in succession. To start the module, select the green “Launch” button in the upper right-hand corner
After you have completed the module, you can either move to the next one directly by pressing the link in the Training Description or by going back to the chart above and using the provided links.
Please remember, all training courses must be completed in the order they are listed.
