Sales resources and collateral

Small Businesses (1 to 100)

Resources and collateral

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

Plan brochures and flyers

Resource
Medical Sales Guide - Q1 2025Q4 2024Q3 2024Q2 2024
Specialty Sales Guide - Q1 2025 | Q4 2024Q3 2024Q2 2024
Direct Elite Rewards Program- 2025 | 2024
Small Business Incentive Program (New Sales)- 2025 | 2024
Print your I.D card- English | Spanish
Group Administrator's Guide- 2024 |  2023
LifeReferrals 24/7
Plan Cheat Sheet- 20252024
Plans at a Glance- 2024 | 2023  
Relaxed Participation- 2025 | 2024
Tandem PPO flier
Trio HMO flier 
Trio Network Brochure
Trio Qualification Tool
VBB Plan Benefits at a Glance  

Online Resources

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.

Renewal resources

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.

Selling Small Business Specialty Plans

Resources Download Size
Dental PPO Mapping Document 2025 | 2024  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 2025 | 2024 70 KB
Specialty Sales Guide

Q1 2025 | Q4 2024

Q3 2024 | Q2 2024

7.2 MB
Quick Match flyer 2025 | 2024 1.2 MB

 

Learn more about our dental plans

Learn more about our life insurance plans

Learn more about the our vision plans

© 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.

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