Broker Connection account management tool
We are incredibly pleased to introduce our new Account Management Tool (AMT). AMT provides a robust self-service broker experience for you and your team. Primary agents can open new user accounts, assign roles, grant permissions, and customize access to client lists and commission statements.
User guides
For detailed instructions on how to use Broker Connection AMT, check out our User Guide (PDF 38.8 MB).
Video tutorials
Registration experience for appointed brokers
Learn how appointed brokers and agency owners can register online.
Primary agents and agency owners
See how primary agents already appointed with Blue Shield of California can create and manage new user accounts for their agents.
Registration for agency office staff
Learn how agency staff can register online.
Personalize your IFP website with a new enrollment link
Give your clients the ability to apply online for an IFP plan directly from your website. Visit our Personalize Your Website page for instructions. Just add our link, and your clients are a click closer to becoming a member.
You need to update your Blue Shield of California IFP Link for AMT. If you already have a link on your site, you’ll need to update your personalized link by June 30, 2022.
Frequently asked questions
Everything you need to know to manage your online account.
Appointment and account access
Do I need to be appointed to create a Broker Connection login?
No. However, if you are not appointed with Blue Shield of California you must be associated with an agency (Primary Agent) who is appointed with Blue Shield.
How do I get appointed with Blue Shield of CA?
Brokers make the most of our competitive products and commissions, as well as the overall value we add to their business. Our online appointment process makes becoming a Blue Shield of California broker easier than ever.
Join us and watch your business grow.
Registration
I already have a Broker Connection account. Do I need to re-register?
No. If you have a Broker Connection account, you DO NOT need to register again. You can log into your account in the same way you have in the past.
If you have a Broker Connection account set up under your tax ID then you DO NOT need to register again. You can log into your account in the same way you have in the past.
If you are the Primary Agent for your agency (Tax ID owner), then you can designate access for others at your company using the Manage Your Accounts page. You will continue to see:
- Online Client List
- Commission statements
- Enrollment sites for IFP, Small Business and Medicare
If your Broker Connection account is under someone else’s tax ID, you have the role of a Subagent. To change your level of access, contact your Primary Agent. Visit the Manage Your Accounts page to see a checklist of what you can do online.
I already have a Broker Connection account. I just joined a new agency. How do I add my new agency to my profile?
Contact your agency to request a Broker Connection account. The Primary Agent can add you to the agency directly on our site which automatically sends you an email to register. Once you enter your demographic information you will be recognized and this agency will be added to your existing Broker Connection account. This allows you to have ONE LOGIN regardless of the agency you are working with. Once logged in you will notice this site contains a agency selection box which can be used to conduct business with each company.
Account management roles
What is the Primary Agent role?
The Primary Agent role is assigned to all Broker Connection users who have registered under their own tax ID. A primary agent can designate up to 4 additional people to also hold this role. Vist the Manage your accounts page for a list
What are the Account Management roles and what can each role do?
The table below shows what each role can do on Broker Connection. Either the Administrator or Primary Agent can assign roles to determine the level of access for each agent and staff member.
Note: The subagent role has optional access to the agency’s client list and commissions. The Primary Agent can turn this on or off in the Manage your accounts page. Click on Resources from the top menu. Then select Manage Your accounts.
I have a Broker Connection login. How do I know which role I have?
You can see your role at any time by viewing your accounts page. Click on Resources from the top menu. Then select Manage Your accounts. User will view all active users for their Agency and their assigned role. Individual agents can also navigate to their Profile page under Resources and view their assigned Role at the bottom of the page.
I'm a Primary Agent. How do I change someone’s role who already has an account?
You can edit someone’s role on Broker Connection at any time.
Click on Resources from the top menu. Then select Manage your accounts. Locate the person’s name and click Change role.
Leaving the agency
I’m a Primary Agent. How do I deactivate an agent who is no longer working for my company?
You can remove someone’s association with your agency’s Broker Connection account at any time.
Click on Resources from the top menu. Then select Manage your accounts. Locate the person’s name and click Account status. Select 'deactivated' radio button and click blue 'Save' button.
I’m no longer working for an agency. How do I disconnect my account from the old company?
Broker Connection users with a Primary Agent role can remove you from the agency. This will NOT impact your login to our site. Individual agents can also navigate to their Profile from Resources menu and locate 'Deactivate this account' section, click on 'Select to start process' radio button, and hit blue 'Deactivate' button.
Contact your former agency or Blue Shield of California Producer Services for assistance.
