Product Cycle | 2023 Summary of Benefits | 2022 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|
|July 2023||April 10, 2023||April 25, 2023||April 13, 2023|
|August 2023||April 10, 2023||May 23, 2023||April 13, 2023|
|September 2023||April 10, 2023||June 23, 2023||April 13, 2023|
|October 2023||July 10, 2023||July 28, 2023||July 14, 2023|
|November 2023||July 10, 2023||August 28, 2023||July 14, 2023|
|December 2023||August 28, 2023||September 27, 2023||August 31, 2023|
|January 2024||October 13, 2023||November 2, 2023||October 18, 2023|
|February 2024||November 9, 2023||December 3, 2023||November 14, 2023|
|March 2024||November 9, 2023||January 1, 2024||November 14, 2023|
|April 2024||January 11, 2024||February 1, 2024||January 16, 2024|
|May 2024||January 11, 2024||March 2, 2024||January 16, 2024|
|June 2024||January 11, 2024||April 2, 2024||February 16, 2024|
*Due to high volumes, please allow at least 24 hours for renewal kits to load in Shield Renewals.
Member-level changes on Employer Connection can be accessed 60 days prior to a group's renewal period. For example, if the renewal period is December 1, then member-level changes can be made on Employer Connection on October 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 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.
Contact us Contact information for the departments you and your clients interact with at Blue Shield.
ID Card See member flyer 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 to complete your member level changes.
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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.