|Product Cycle | 2022 Summary of Benefits (SOBs) | 2021 Summary of Benefits (SOBs) | Forms and applications | Sales Resources and Collateral | Rates | Summary of Benefits Coverage (SBCs) & Evidence of Coverage (EOCs) | Changes To | Mandates | Renewal Guide|
View the schedule below to find out when you can manage your clients' renewal and enrollment (dates subject to change).
|Renew al Pe riod||Download 60-day renewal kits from Shield Renewals||60-day renewal notice mailed to Group Administrator (Employer)||Make group-level changes using Online Renewal|
|August 2022||April 8, 2022||May 23, 2022||April 13, 2022|
|September 2022||April 8, 2022||June 24, 2022||May 13, 2022|
|October 2022||July 11, 2022||July 27, 2022||July 14, 2022|
|November 2022||July 11, 2022||August 26, 2022||July 14, 2022|
|December 2022||August 23, 2022||September 27, 2022||August 30, 2022|
|January 2023||October 10, 2022||October 21, 2022||October 14, 2022|
|February 2023||November 9, 2022||November 18, 2022||November 15, 2022|
|March 2023||November 9, 2022||December 16, 2022||November 15, 2022|
* Due to high volumes, please allow at least 24-hours for renewal kits to load in Shield Renewals.
Member-level changes on Employer Connection Plus can be accessed one month prior to a group's renewal period. For example, if the renewal period is June 1, then member-level changes can be made on Employer Connection Plus on May 1.
Broker Renewal Guide New! Use this guide as a checklist to support your group renewals.
Broker Alerts View the last updates on relevant information about our products, policies and procedures.
Shield Renewals View your clients' renewal packets and retrieve group contracts.
Online Client List View, download, and sort your clients by renewal month.
Employer Connection Plus Manage your clients' member-level open enrollment selections.
Group Change Request Visit this page to download form to change your group's company information, contacts, group elections, or plans. This form also enables you to make ownership or acquisition changes for your group.
Order Pre-Enrollment materials Order digital open enrollment materials or access support resources (i.e. FAQs and tutorials).
Small business service support Know when to turn to Producer Services vs. your designated Account Executive.
Key contacts and estimated processing times Contact information for the departments you and your clients interact with at Blue Shield.
ID Card FAQs See member FAQs regarding digital ID cards, paperless preferences, how to request a mailed ID card etc.
Recertification Guidelines Download our guidelines to your client's recertification.
We have streamlined the renewal process by including all the resources you need in one place, with the added benefit of being paperless. Here is a quick reference training guide, if you need assistance.
Just follow these three easy steps:
Step 1: Review and suggest
Our Small Group Online Renewal Tool helps you decide if your clients should stay with their plan or move to a new one. You can create a new quote from our portfolio of ACA-compliant plans.
Step 2: Take action
If a client renews with their current plan, you just instruct them to pay their bill. If your client wants to make a change, use the Small Group Online Renewal Tool to submit the request.
Step 3: Complete open enrollment
Use Employer Connection Plus to complete your member level changes.
If you would like to change the date of your group's renewal, please read the following information to determine eligibility and submit an Anniversary Date Change request.
Considerations for eligibility:
Anniversary date changes are allowed once every 2 years.
If the group wishes to change their renewal beyond one month - they will need to renew twice, once in December and again in the month they’re changing to which could mean multiple rate increases.
Renewal date changes should be moving forward, not retro meaning if they are renewing, for example, January 1, 2022, we can only move their renewal date forward in 2022.
Group are required to provide the request on company letterhead at least 30 days prior to their renewal date.
Group must be with Blue Shield for a minimum of 6 months before requesting an Anniversary Date Change.
If your group meets each of these considerations and is eligible for date change, you can move forward with submitting the request. Below is an outline of the verbiage requirements.
Verbiage Requirements provided from group on business letterhead:
We waive our right to a 60 day advanced notice of any plan and rate increase.
We understand we will be subject to the rates and plan designs that apply under the renewal date being requested.
We understand that once this change is approved, it is irrevocable.
We understand we may not receive a renewal packet under our new renewal date requested.
You will send the request to: email@example.com.
Effective January 1, 2022 we are closing our existing dental PPO plans for new groups and introducing a simplified product portfolio.
If you currently offer a dental PPO plan, you are automatically renewing into that dental plan.
Complete rates all medical and specialty plans are available in our rate books here, on Broker Connection (note: producer log in required).
Rate tables for all dental plans and vision plans (open and closed plans) are included in the same file as the medical plans for each region.
If you would like to offer one of our new dental PPO plans, please contact your broker or a Blue Shield representative.
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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.