Employer Enrollment Platform resources

The Employer Enrollment Tool was first launched in the summer of 2020 and changed the landscape of the Small Business new group application process.
In March 2023, we will launch expanded group and member maintenance capabilities on the tool for Small Business and Core brokers and employers.

This resource page contains the tools and information to enroll confidently because enrollments can be easy.

Download Employer Enrollment Platform resources

Small Business new group application guides and checklist

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)

Small Business maintenance guides

coming March 1

Core maintenance guides

coming March 1

Additional information from the 2020 Small Business new group application launch

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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

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We’re making periodic enhancements to the Employer Enrollment Tool as part of our continuous efforts to improve our technology and your experience.

We will notify you of changes to functionality coming in September and October 2020.

September 2020

For an in-depth review of the latest enhancements, schedule one-on-one trainings with your assigned Regional Sales Executive.

Employer Enrollment Platform resources

The Employer Enrollment Tool was first launched in the summer of 2020 and changed the landscape of the Small Business new group application process. In March 2023, we will launch expanded group and member maintenance capabilities on the tool for Small Business and Core brokers and employers.

This resource page contains the tools and information to enroll confidently because enrollments can be easy.

Download Employer Enrollment Platform resources

Small Business new group application guides and checklist

Small Business maintenance guides

Core maintenance guides

Additional information from the 2020 Small Business new group application launch

The Employer Enrollment Tool was first launched in the summer of 2020 and changed the landscape of the Small Business new group application process.
In March 2023, we will launch expanded group and member maintenance capabilities on the tool for Small Business and Core brokers and employers.