Tools & Resources

   Online Tools

Broker Connection

Register with Broker Connection so that you can manage your online client list.

Online Client List (OLCL)

Manage your clients, their payments, and their accounts all in one place online.

Medicare enrollment

Compare our Medicare plans side-by-side, enroll your clients online, and view up-to-date MA-PD, PDP, and Medicare Supplement Plan application statuses anytime.

IFP and Medicare application status

See all of your IFP and Medicare prospective members, check application status, and track your production.

Small group renewal tool

This 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.

Customized provider directory

Create a customized directory for your clients. It will be delivered via e-mail.

Find a doctor

View our provider list to see if a provider is part of the Blue Shield network.

Online Broker of Record change

We're excited to introduce our new online Broker of Record (BOR) automation service, making the process easier and faster for you. 

Broker Account Management

Learn about managing agency accounts using Broker Account Management.

Sales resources and collaterals

IFP quote and apply tool

Simplify your sales with our online application and faster underwriting process. 

Licensing

Check your license status on the California Department of Insurance website.

Forms and guidelines 

Broker of record change forms

 IFP and Medicare Supplement plans broker of record change request (PDF, 108 KB) 

 Addendum to IFP Application Producer Attestation (PDF, 337 KB) 

 Small group broker of record change request form (PDF, 123 KB) 

 IFP Policy Cancellation request form (PDF, 30KB)

 

Book of business transfer form

 Book of Business Transfer Form for IFP, Group Business, and Medicare (PDF, 615 KB) 

 FMO Book of Business Transfer (PDF, 120 KB) 

 

Underwriting guidelines

 Broker IFP and Medicare Supplement plans – effective January 1, 2025 (PDF, 639 KB)

 Broker IFP and Medicare Supplement plans – effective July 1, 2024 (PDF, 645 KB)

 Broker IFP and Medicare Supplement plans – effective July 1, 2023 (PDF, 743 KB)

 IFP Special Enrollment Period Guidelines (PDF, 121 KB) 

 Small Business Underwriting Guidelines (1 to 100) 

Activity Application or renewal window Effective dates
IFP Off exchange renewals/
plan changes
Between 10/1/2024 – 12/31/2024 1/1/2025
Between 1/1/2025 – 1/31/2025 2/1/2025
IFP On exchange renewals/
plan changes
Between 10/1/2024 – 12/31/2024 1/1/2025
Between 1/1/2025 – 1/31/2025 2/1/2025
IFP new enrollments, on and off exchange Between 11/1/2024 – 12/31/2024 1/1/2025
Between 1/1/2025 – 1/31/2025 2/1/2025

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