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.
See all of your IFP and Small Business prospective members, check application status, and track your production with this convenient tool.
Simplify your sales with our improved online application and faster underwriting process. Learn more.
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.
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-day 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.
See your new clients' subscriber IDs 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 serve your clients.
You can identify applications submitted who have not paid a binder payment. Simply access your Online Client List and filter for members with a payment status of "pending."
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 Producer of Record Form (Off-Exchange) (PDF, 92 KB)
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, 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 Business Producer of Record Form (PDF, 96 KB)
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, 2021 to March 31, 2021
IFP and Medicare Supplement Underwriting Guidelines – Effective April 1, 2021
Small Business Underwriting Guidelines (1 to 100)
IFP Special Enrollment Period Guidelines (PDF, 105 KB)
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Health insurance products are offered by Blue Shield of California Life & Health Insurance Company. Health plans are offered by Blue Shield of California.