Sales Collateral Resources

Sales Resources and Collateral

Small Businesses (1 to 100)

Broker resources

Product Cycle  |  Rates  |  Evidence of Coverage (EOCs)  |  Renewal Center  |  Changes To  |  Forms and Applications  |  Document Library  |  2023 Summary of Benefits (SOBs)  |  2022 Summary of Benefits (SOBs)  |  Underwriting Guidelines  |  Small Business Producer of Record Form

Resources and Collateral

This resource center is designed to help you find resources and collateral for Blue Shield Small Business plans.

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Resource  
Broker Sales Guide - Medical Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023   
Broker Sales Guide - Specialty Q4 2023 |Q3 2023 | Q2 2023 | Q1 2023  
Direct Elite Rewards Program  
Small Group Bonus Program  
Easy steps to print or order your ID card  
Find a Doctor  
Group Administrator's Guide  2023 | 2022  
LifeReferrals 24/7  
Plan Cheat Sheet  2023  |  2022  
Plans at a Glance  2023  |  2022  
Relaxed Participation  
Specialty Coverage Brochure  
Tandem PPO flier  
Trio HMO flier   
Trio Network Brochure  
Trio Qualification Tool  
Understanding our networks  
VBB Plan Benefits at a Glance    

 

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Resource
A guide to your orthodontic coverage
Accessing your mental health benefits
Away From Home Care Flyer 
BlueCard Program Brochure
Find a Doctor
Find a Dental and Vision provider
Fitness Your way
Identity Theft Protection Services
LifeReferrals 24/7
Mail Service Prescriptions
Maven Maternity
Nurse Help 24/7 
Online and Mobile Tools
Pediatric Dental and Vision Coverage
Pediatric Dental and Vision Coverage FAQs
Prenatal Program Flyer  
Preventative Health Guidelines Brochure
Shield Concierge - HMO
Teladoc 2022 - Medical and Mental Health for Fully Insured
Total Health and Wellness Brochure
Treatment Cost Estimator
Urgent Care Flyer
Vaccine List
Vision Plan Info Card for CA Members
Vision Plan Info Card for OOS Members
Wellvolution
Wellvolution - Choices Made Easy
Wellness Discounts
Wellvolution - Ginger
Wellvolution - Headspace
Wellvollution - Member Overview (45s video)
Wellvolution - Member Overview (3min video)
Women's Preventative Health

 

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Tool/Resource Description
Employer Connection Employer Connection makes it easier to manage your clients' accounts.
You now have access to your clients' accounts online via a single sign-on through Broker Connection – no delegation needed. Get started.
Broker Plan Comparison Tool Learn more about Blue Shield's Small Group coverage with the Broker Plan Comparison Tool. This new interactive tool features our product portfolio (medical, dental, and vision) with a variety of resources at your fingertips. You can view a single plan, compare multiple plans side by side, or review a plan year-over-year.
Document Library Easily find all of your small business Broker Connection documents in the Document Library.
Find a Doctor With Blue Shield's Find a Doctor tool, your clients and their employees can access our most up-to-date listings of personal physicians, specialists, and hospitals.
Health and wellness resources Our Total Health and Wellness programs are designed for your clients to help guide their employees every step of the way, from inspiring healthy habits to helping manage chronic conditions. This approach to healthcare management helps ensure a healthier, more satisfied and productive workforce while helping your lower their costs.
Urgent care centers Blue Shield-contracted urgent care centers are a good solution for non-emergency care without the high expenses of emergency room services. In addition to the quality of care, urgent care centers offer much shorter wait times. While the average wait time at a California ER is 4 hours and 34 minutes, wait times at an urgent care center is usually less than an hour.
Preventive guidelines These preventive guidelines will help you keep track of what’s needed and when. It’s just one more way we’re working to make your health easier to maintain.
Tandem Interactive Video Our flagship PPO plan offers flexibility and choice, with the freedom of a comprehensive PPO, still giving access to high performance providers. Find out why Tandem may be a great choice for your clients with our interactive video. 
Trio Interactive Video With Trio, we’ve designed our programs to meet the needs of today’s busy individuals and families while offering a highly personal service. With this interactive video, find reasons why Trio could be the right choice for your client. 
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Resource Description
Renewal Center Our Renewal Center is your single source for renewals, quotes and maintenance.
With our new streamlined renewal process, you now can:
  • Complete your renewals, 100% paperless, starting with your December customers.
  • Compare/add/edit/delete subscribers and dependents to calculate quotes.
  • Submit group renewals and enroll clients' employees online.
You must be registered on Broker Connection to access the online renewal and enrollment tools. If you are not already registered, click here.
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Resources Download Size
Dental Network Coverage Download 2.32 MB
Dental PPO Mapping Document Download 55 KB
Member Guide to Orthodontic Coverage
 		 Download - English
Download - Spanish
153 KB
464 KB
Pediatric Dental and Vision FAQs flyer Download 94 KB
Small Business Bundling Program Download 70 KB
Specialty Sales Guide - Q4 2023 Download 7.2 MB
Specialty Sales Guide - Q3 2023 Download 7.2 MB
Specialty Sales Guide - Q2 2023 Download 7.2 MB
Specialty Sales Guide - Q1 2023 Download 7.1 MB
Learn more about our dental plans    
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Resources  Download Size
Specialty Sales Guide - Q3 2023 Download  
Specialty Sales Guide - Q3 2023 Download  
Specialty Sales Guide - Q2 2023 Download 7.17 MB
Specialty Sales Guide - Q1 2023 Download 7.14 MB
Life Insurance Coverage  Download 2.32 MB
Basic Life Insurance brochure Download 86 KB
Quick Match ProgramSM Download 60 KB
Learn more about life insurance plans    
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Resources Download Size
Specialty Sales Guide - Q4 2023 Download 7.17 MB
Specialty Sales Guide - Q3 2023 Download 7.14 MB
Specialty Sales Guide - Q2 2023 Download 941 KB
Specialty Sales Guide - Q1 2023 Download  
Small Business Bundling Program Download 70 KB
Managing Your Vision Plan Online Download 182 KB
Vision Network Brochure Download 77 KB
Vision plan information card for California members
This card to your clients and make it easier for employees to explain their vision benefits to providers.

English

Spanish

 60 KB
60 KB
Vision discount programs     
Learn more about our vision plans    

Contact Us

  • Producer Services (800) 559-5905

    Employer Services (800) 325-5166

  • Blue Shield of California

    PO Box 272540

    Chico, CA 95927-2540

© California Physicians’ Service DBA Blue Shield of California 1999-. All rights reserved. California Physicians’ Service DBA Blue Shield of California is an independent member of the Blue Shield Association.

Health insurance products are offered by Blue Shield of California Life & Health Insurance Company. Health plans are offered by Blue Shield of California.