Sales resources and collateral

Customized Sales Collateral with Shield on Demand 

We are moving our customized collateral to Shield on Demand, so you can create professional, personalized materials to share with your potential clients to help you close the deal for the 2023 open enrollment season.

Shield on Demand - Customize Your Collateral

First time using Shield on Demand?

Your first step will be to update your profile. Review the Quick Steps Guide to simplify your experience.

Generic sales material below.

2023 IFP On-exchange Family Dental Flyer
English (PDF, 139 KB)  ||  Spanish (PDF, 43 KB)
Help answer your client's questions regarding our Blue Shield of California Family Dental HMO and Blue Shield of California Family Dental PPO plans offered on-exchange.   

Transfer of Care Flyer
English (PDF, 282 KB)  ||  Spanish (PDF, 2.2 MB)
Help your new clients transfer their care to Blue Shield of California before their coverage even begins.

Rates
Download the consumer and broker rate books, as well as rates by region.

Summary of Benefits (SOBs) 
Get SOBs for all IFP medical plans.

Evidence of Coverage (EOCs)
View and download EOCs for all plans.

2023 Healthcare 101 Brochure
This brochure is ideal for your clients who are new to the healthcare market. It explains how health coverage works, the value of health coverage, and why they should choose Blue Shield of California for their health coverage.
English (PDF, 1.1 MB) Spanish (PDF, 1.7 MB)

How To Register Your Clients Online 
English (PDF, 69 KB)  ||  Spanish (PDF, 126 KB)
Make the most out of your client's membership - have them register online to get 24/7 access to plan information and all the convenient features that are important to them.

Teladoc For Your Clients (PDF, 83 KB)
Access to licensed doctors 24/7/365 by phone or video - medical care for your clients when they need it.
Mental health support from licensed providers is also available for your clients, by appointment, from 7 a.m. to 9 p.m. daily.

Why Your Clients Need Vision Coverage Infographic  
English (PDF, 56.6 KB)  ||  Spanish (PDF, 73.6 KB)
With regular eye exams, your clients can see far beyond whether they need glasses. Their eyes are windows into their body's health.

Why Your Clients Need Dental Coverage Infographic (PDF, 7.3 MB)
When your clients feel better and look better, they smile more. Learn why having dental coverage is so important.

Download the Blue Shield Mobile App (PDF, 7.3 MB)
Have your clients manage their health care anytime, anywhere from their phone, tablet, or computer.

The Benefits of Specialty Duo 
English (PDF, 7.1 MB)  ||  Spanish (PDF, 137 KB)
Offer your clients the best of both worlds - dental and vision - with one plan.

Open enrollment social media toolkit (PDF, 1.8 MB)
NEW! Blue Shield social media best practices for 2023 open enrollment with available graphics to use on your social media accounts. 

2023 Plans At A Glance

These brochures provide your clients with a high-level overview of our medical plans.

Blue Shield PPO medical plans
English (PDF, 623 KB) | Chinese (PDF, 1 MB) | Korean (PDF, 725 KB) | Spanish (PDF, 887 KB) | Vietnamese (PDF, 611 KB)

Trio HMO medical plans
English (PDF, 673 KB) | Chinese (PDF, 985 KB) | Korean (PDF, 780 KB) | Spanish (PDF, 701 KB) | Vietnamese (PDF, 664 KB)