Sales resources and collateral

Selling IFP medical plans

Customized sales collateral with Shield on Demand

Customize our materials in Shield on Demand, where you can create professional, personalized materials to share with your potential clients to help you close the deal for the 2025 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 start guide (PDF, 1.3 MB) to simplify your experience.
 

Generic sales material

IFP Quick Start Guide (PDF 404 KB)
Information for your clients new to Blue Shield, between application submission and their effective date. 

Healthcare 101 (1.6 MB)
An overview of terms and concepts for your clients new to healthcare.

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.

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, 57 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, 195 KB)
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, 6.4 MB)
Offer your clients the best of both worlds - dental and vision - with one plan.