Learn about our tools

Medicare enrollment tool

Use our Medicare online enrollment tool to 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. Access the tool

IFP and Medicare application status tool 

See all of your IFP and Medicare prospective members, check application status, and track your production with this convenient tool. 

IFP quote and apply tool

Simplify your sales with our improved online application and faster underwriting process. Access the tool

Small Business Shield renewals tool

We're excited to provide you with electronic copies of your Small Business clients' renewal packets. Once you've logged into the tool, locate your client, then simply print, save or email the PDF directly from your desktop – it's that simple! Get started now

Broker Account management tool

All brokers regardless of appointment status should have an individual online account to access Broker Connection.  Learn more about creating online broker accounts and delegating access.

Access SBCs and EOCs

Access benefits and coverage plan resources like Summary of Benefits and Coverage (SBC) and Evidence of Coverage (EOC) documents. Search for SBCs and EOCs

Business management tools

Broker of Record Change and Book of Business transfer forms

Book of Business Transfer Form for IFP, Group Business, and Medicare (PDF, 615 KB) 
Use this form to easily transfer your book of business from one agent / agency to another. 

IFP and Medicare Supplement plans broker of record change request (PDF, 108 KB) 
Use this form to request a change to your IFP and Medicare Supplement plan broker of record on file. For off-exchange business only. 

Addendum to IFP Application Producer Attestation (PDF, 337 KB) 
This attestation form must be completed with the original member application. If the broker was not assigned as broker of record or a member is requesting a broker of record change, please complete this form and submit with the Broker of Record Change Form.  

Small group broker of record change request form (PDF, 123 KB) 
Use this form to request a change to your Small group broker of record on file. For off-exchange business only.

Create a provider directory customized specifically for your clients and have it delivered via e-mail. 

Online client list

Broker IFP sales resources and collateral

Broker Small Business sales resources and collateral

Underwriting guidelines

​Underwriting Guidelines for IFP and Medicare Supplement plans – effective July 1, 2023 (PDF, 743 KB)

• The IFP Open Enrollment information listed in the Underwriting Guidelines (dated July 1, 2023) is incorrect on page 8. Please refer to the table below for effective date guidelines for IFP.

• Medicare Supplement March 2024 Update: Plan G Inspire will close to new enrollments effective 4/1/2024 and will be withdrawn from the market effective 1/1/2025.        

Small Business Underwriting Guidelines (1 to 100) 

IFP Special Enrollment Period Guidelines (PDF, 121 KB) 

Licensing resources 

Check your license status or learn more about the California Department of Insurance.