Employer Enrollment Platform resources

We’ve developed our Employer Enrollment Tool to make Small Group quotes and enrollments faster, easier, and more dependable.

Our innovative platform streamlines and simplifies your workflow to efficiently guide you through applications and reviews.

The result is an intuitive, transparent, and reliable tool. One that works whenever and wherever you do: with self-service member ID reports, real-time statuses, and dedicated Blue Shield support teams.

Download Employer Enrollment Platform resources

Guides and checklist PDFs

Quick Tips Guide (PDF, 2.5MB)
Submission Checklist (PDF, 118KB)
User Guide (PDF, 1.8MB)
Enrollment Spreadsheet (Excel, 1.05KB)
MGA eSignature Instructions (PDF, 4.6KB)

Watch video tutorials:

Choosing to work with us, means a commitment to working with you. We’re transforming enrollments to make your life easier today so, you can focus on tomorrow. Enroll with confidence.

How to use the Employer Enrollment Tool

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The Employer Enrollment Tool goes live to all Small Group brokers and general agents on August 25.

Access the tool through the Shop & Enroll link listed under the Broker Connection Small Business navigation dropdown menu.

There is no special login or registration, simply log into your existing Broker Connection account and you will be single signed on into the enrollment tool.

If you do not have an existing account, register for a Broker Connection account.

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The Employer Enrollment Tool allows brokers to generate quotes and submit enrollments for Small Business clients in medical, dental, vision, and life plans from Blue Shield of California.

The quote process takes the user through the employer’s information, group census, plan selection, and contribution.

The enrollment process takes the user through the Master Group Application, Employee Application, initial payment form, and broker attestations.

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Follow these helpful tips for successful tool usage:

Always use Chrome as your browser when accessing Blue Shield tools, including the Employer Enrollment Tool
Information will be automatically saved during active sessions so you can move around pages without needing to reenter fields. Click "save for later” on any screen to save your progress and entered information when ending a session.
Fields with logic are indicated by a green asterisk. The asterisk will turn red when a field contains an error or is missing information.
Use the drop-down selection feature where present, such as for Tax ID and SIC code, to make selections.

See learn more tips with the Quick Start Guide