Tools & Resources
Online Tools
Broker Connection
Register with Broker Connection so that you can manage your online client list.
Online Client List (OLCL)
Manage your clients, their payments, and their accounts all in one place online.
Medicare enrollment
Compare our Medicare plans side-by-side, enroll your clients online, and view up-to-date MA-PD, PDP, and Medicare Supplement Plan application statuses anytime.
IFP and Medicare application status
See all of your IFP and Medicare prospective members, check application status, and track your production.
Small group renewal tool
This tool helps you decide if your clients should stay with their plan or move to a new one. You can create a new quote from our portfolio of ACA-compliant plans.
Customized provider directory
Create a customized directory for your clients. It will be delivered via e-mail.
Find a doctor
View our provider list to see if a provider is part of the Blue Shield network.
Online Broker of Record change
We're excited to introduce our new online Broker of Record (BOR) automation service, making the process easier and faster for you.
Broker Account Management
Learn about managing agency accounts using Broker Account Management.
Sales resources and collaterals
IFP quote and apply tool
Simplify your sales with our online application and faster underwriting process.
Licensing
Check your license status on the California Department of Insurance website.
Forms and guidelines
Broker of record change forms
IFP and Medicare Supplement plans broker of record change request (PDF, 108 KB)
Addendum to IFP Application Producer Attestation (PDF, 337 KB)
Small group broker of record change request form (PDF, 123 KB)
IFP Policy Cancellation request form (PDF, 30KB)
Book of business transfer form
Book of Business Transfer Form for IFP, Group Business, and Medicare (PDF, 615 KB)
FMO Book of Business Transfer (PDF, 120 KB)
Underwriting guidelines
Broker IFP and Medicare Supplement plans – effective January 1, 2025 (PDF, 639 KB)
Broker IFP and Medicare Supplement plans – effective July 1, 2024 (PDF, 645 KB)
Broker IFP and Medicare Supplement plans – effective July 1, 2023 (PDF, 743 KB)
IFP Special Enrollment Period Guidelines (PDF, 121 KB)
Small Business Underwriting Guidelines (1 to 100)
| Activity | Application or renewal window | Effective dates |
|---|---|---|
| IFP Off exchange renewals/ plan changes |
Between 10/1/2024 – 12/31/2024 | 1/1/2025 |
| Between 1/1/2025 – 1/31/2025 | 2/1/2025 | |
| IFP On exchange renewals/ plan changes |
Between 10/1/2024 – 12/31/2024 | 1/1/2025 |
| Between 1/1/2025 – 1/31/2025 | 2/1/2025 | |
| IFP new enrollments, on and off exchange | Between 11/1/2024 – 12/31/2024 | 1/1/2025 |
| Between 1/1/2025 – 1/31/2025 | 2/1/2025 |
