Broker Plan Comparison tool (NEW!)
This new interactive broker tool features our Large and Small group product portfolio (medical, dental, and vision plans) with a variety of resources at your fingertips. You can view a single plan, compare multiple plans side by side, or review one plan year-over-year. Start comparing plans now.
Online client list now displays future effectives (NEW!)
We’ve listened to you, and as a result, we’ve made it possible for you to see future effectives with 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.
This tool allows you to see all of your prospective members. Track your production and reach your sales goals by knowing exactly how many prospective members you've submitted each month. There is a column in our check app status that allows you to see the number of prospective members in an IFP or Small Group application.
Quote & Apply tool
Open the door to greater sales opportunities 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, beginning with your January 2013 clients. 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 books of business between brokers.
IFP Producer of Record Form (Off Exchange) (PDF, 92KB)
Use this form to request a change to your IFP producer of record on file.
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 Group Producer of Record Form (PDF, 96KB)
Use this form to request a change to your small group producer of record on file.
Create a provider directory customized specifically for your clients and have it delivered via e-mail.
IFP and Medicare Supplement Underwriting Guidelines – Effective October 1, 2018 to September 30, 2019
IFP and Medicare Supplement Underwriting Guidelines – Effective October 1, 2019 to December 31, 2019
We support the National Association of Health Underwriters and the California Association of Health Underwriters.
PPO members can use our Treatment Cost Estimator to budget and plan for future healthcare expenses. They can compare more than 400 medical treatments and services, helping them make informed treatment decisions by providing cost information that lets them:
Online Account Maintenance for Small Groups (1 to 100)
Check your license status or learn more about the California Department of Insurance
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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.