Sales resources and collateral

Selling IFP medical plans

Customized sales collateral with Shield on Demand

We are moving our customized collateral to Shield on Demand, so you can create professional, personalized materials to share with your potential clients to help you close the deal for the 2024 open enrollment season.

Shield on Demand - customize your collateral

First time using Shield on Demand?

Your first step will be to update your profile. Review the quick start guide (PDF, 1.3 MB) to simplify your experience.

Generic sales material

IFP On-Exchange Family Dental flyer
English (PDF, 139 KB), Spanish (PDF, 43 KB)
Help answer your client's questions regarding our Blue Shield of California Family Dental HMO and Blue Shield of California Family Dental PPO plans offered on-exchange.

Transfer of Care flyer
English (PDF, 282 KB), Spanish (PDF, 2.2 MB)
Help your new clients transfer their care to Blue Shield of California before their coverage even begins.

Download the consumer and broker rate books, as well as rates by region.

Summary of Benefits (SOBs)
Get SOBs for all IFP medical plans.

Evidence of Coverage (EOCs)
View and download EOCs for all plans.

2024 Healthcare 101 brochure
This brochure is ideal for your clients who are new to the healthcare market. It explains how health coverage works, the value of health coverage, and why they should choose Blue Shield of California for their health coverage.
English (PDF, 1.1 MB), Spanish (PDF, 1.7 MB)

How to register your clients online
English (PDF, 69 KB), Spanish (PDF, 126 KB)
Make the most out of your client's membership - have them register online to get 24/7 access to plan information and all the convenient features that are important to them.

Teladoc for your clients (PDF, 83 KB)
Access to licensed doctors 24/7/365 by phone or video - medical care for your clients when they need it.
Mental health support from licensed providers is also available for your clients, by appointment, from 7 a.m. to 9 p.m. daily.

Why your clients need vision coverage infographic
English (PDF, 56.6 KB), Spanish (PDF, 73.6 KB)
With regular eye exams, your clients can see far beyond whether they need glasses. Their eyes are windows into their body's health.

Why your clients need dental coverage infographic (PDF, 7.2 MB)
When your clients feel better and look better, they smile more. Learn why having dental coverage is so important.

Download the Blue Shield mobile app (PDF, 7.3 MB)
Have your clients manage their health care anytime, anywhere from their phone, tablet, or computer.

The benefits of Specialty Duo
English (PDF, 7.1 MB), Spanish PDF, 137 KB)
Offer your clients the best of both worlds - dental and vision - with one plan.


2024 plans at a glance

These brochures provide your clients with a high-level overview of our medical plans.

Blue Shield PPO medical plans

Trio HMO medical plans

Selling IFP dental and vision plans

2024 specialty plans at a glance: Provide your clients with a high-level overview of our Blue Shield dental and vision plans.1

Learn more about our IFP dental and vision plans.

Underwritten by Blue Shield of California Life & Health Insurance Company (Blue Shield Life).

© California Physicians' Service DBA Blue Shield of California 1999-2024. 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.