PLEASE NOTE: IFP Online Client List Excel export may be incorrectly displaying LATE Payment Status, instead of CANCEL, for subscribers whose payments have not yet been received and have exceeded the 30 days grace period. Additionally, a cancellation date with a future year, for example, 12/31/2199, represents that your client is still active in our system. Our team is aware of the discrepancies and is actively working to address the issue.
REMINDER: IFP Online Client List displays future effectives
See your new clients' subscriber ID's with future effective dates within your Online Client List. Whether you are checking an application status or need a subscriber ID number, your Online Client List allows you to conveniently self-serve your clients.
REMINDER: IFP Online Client List displays pending binder payment applicants
You can now identify applications submitted who have not paid a binder payment. Simply check your Online Client List for applications with a payment status of "pending".
See all of your IFP and Small Business prospective members, check application status, and track your production with this convenient tool.
Quote & Apply tool
Simplify your sales with our improved online application and faster underwriting process. Learn more.
Medicare enrollment tool
Use our Medicare online enrollment tool to compare our Medicare prescription drug 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>>
Shield Renewals tool
We're excited to provide you with electronic copies of your Small Group 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 of Record Change and Book of Business Transfer Forms
Book of Business Transfer Form for IFP and Group Business (PDF, 615KB)
Use this form to easily transfer your book of business from one agent / agency to another.
IFP Producer of Record Form (Off-Exchange) (PDF, 92KB)
Use this form to request a change to your producer of record on file for IFP off-exchange business only.
Addendum to IFP Application Producer Attestation (PDF, 337KB)
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 Business Producer of Record Form (PDF, 96KB)
Use this form to request a change to your producer of record on file for Small Business off-exchange business.
Create a provider directory customized specifically for your clients and have it delivered via e-mail.
IFP and Medicare Supplement Underwriting Guidelines – Effective January 1, 2020 to June 30, 2020
IFP and Medicare Supplement Underwriting Guidelines – Effective July 1, 2020
Check your license status or learn more about the California Department of Insurance
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