Revamped Storyline 360 Training
The Challenge: Agents and brokers play a critical role in helping consumers enroll in health coverage through the Marketplace. Each year, they’re required to complete CMS-approved training to stay certified. However, traditional e-learning formats often feel overly dense, compliance-heavy, and disconnected from the real decisions agents face every day.
With major policy updates, CMS needed a refreshed training solution that would help learners quickly absorb changes and apply them in real-world situations.
The Concept: I re-designed and developed a modular training program in Articulate Storyline 360 that delivers policy updates, reinforces critical compliance points, and prepares agents to support consumers with confidence and accuracy. The training emphasized interactive decision-making, scenario-based learning, and plain-language explanations of complex topics.
Each section was structured to simulate common enrollment situations, reduce cognitive load, and offer immediate, policy-aligned feedback—transforming passive learning into practical application.
My Role: I led the instructional design and content strategy for the project, translating policy requirements into clear, learner-centered experiences. This included storyboarding and scriptwriting, developing interactive modules in Articulate Storyline 360, and building logic-driven interactions to support decision-making and knowledge checks. I coordinated closely with subject-matter experts to validate policy accuracy and ensure alignment with CMS guidance, and conducted quality assurance testing and accessibility reviews to meet Section 508 requirements and deliver a compliant, high-quality learning experience.
Key Features
Scenario-Based Learning: Agents work through real-life enrollment scenarios that reflect the most common and most complex use cases.
Interactive Knowledge Checks: Immediate feedback reinforces correct actions and clarifies misunderstandings, tied directly to Marketplace rules.
Modular Design: Each topic is self-contained and easy to revisit.
Accessible UX: Designed with compliance in mind, with keyboard navigation, closed captioning, and screen reader support.
Policy-Driven Content: Every scenario and answer option maps directly to CMS guidance.
