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Co-Op Marketing Program
Program Update
The Co-op marketing program will be discontinued in 2012. To create a smooth transition, the Co-op marketing program will be maintained throughout 2011 to allow you to use the credits you've earned in 2010. Please note that for 2011 advertising activities, all reimbursements must be submitted by November 30, 2011.
How the Program Works
We reimburse you a percentage of your advertising expenses. The amount you're eligible to receive is based on your sales from the previous year. The more you sell the more we reimburse. We'll even cover up to 100% reimbursement of your approved marketing costs.
 
Here are the details
 Points  Reimbursement Percentage*
 <300  50%
 300 to 799  75%
 800+  100%
You can:
  • Market your business by ordering materials from the Sales Activator tool or by developing materials that you've created with the Blue Shield logo.
  • If you ordered your items through Sales Activator and chose to use your Co-op dollars toward your order, your dollars will automatically be deducted and tracked on the website.
  • If you created your own ads, fill out and submit the Co-op Reimbursement Request form (PDF, 440KB).
After we receive your request for reimbursement, we will process the request and reimburse you a percentage of your advertising expenses.
Program Eligibility and Reimbursement
The following are examples of marketing programs that are eligible for reimbursement:
  • Internet leads
  • Direct mail
  • Newspaper inserts and ads
  • Telemarketing
  • Yellow pages and much more
Make sure that you adhere to the Advertising Guidelines when developing your advertising materials and submit them for approval prior to use. For approvals, fax your advertising materials to Blue Shield Producer Marketing at (800) 837-4635 or send an e-mail to adhelp@blueshieldca.com. Please allow 3 to 5 working days for ad approvals and 7 to 10 working days for approval. If you are using advertising materials that were developed by Blue Shield of California (i.e., Sales Activator ads), you are not required to get approval prior to use.
More Information About Reimbursements
Your Co-op marketing account contains credited Co-op reimbursement dollars based on the number of eligible sales performed in the previous calendar year. Each eligible sale with an effective date in the previous year is counted. Each subscriber within each group you sold last year is counted as one contract.
  • To qualify for the program, brokers must be in good standing and have a signed Producer Agreement on file with Blue Shield.
  • The program applies to IFP, Medicare Supplement, medical, dental, and vision plans.  The program does not apply to group business.
  • Business cards, staffing costs, stationery, and other office-related expenses are not eligible.
  • Postage costs are reimbursed only for Blue Shield mailers and direct mail letters produced and mailed through K/P Corporation using the Sales Activator site.
  • When customizing Blue Shield materials, brokers may add broker name, business name, business address, license number, telephone number, fax number, business web site address, and business e-mail address. Other customizations must be approved by Blue Shield.
  • Web/search engine optimization (SEO) is not eligible for reimbursement.
  • Custom materials including telemarketing scripts require pre-approval for reimbursement.
  • Co-op reimbursements are paid to brokers, not vendors or third parties.
  • Required documentation for reimbursement includes a copy of the marketing material used, invoice and proof of payment, which must be included with the Reimbursement Request Form in order for your request to be processed.
  • Promotional items and staff costs are not eligible for reimbursement.
  • Reimbursement is available for advertising or promotions where Blue Shield products are offered alongside other companies' products, as long as Blue Shield is the only health plan featured.
  • All 2010 advertising and marketing programs must be completed by December 31, 2010 in order to be eligible for Co-op reimbursements.
  • For ads placed and paid for in 2011, all reimbursement requests and invoices must be submitted no later than November 30, 2011.
To find out the current balance in your Co-op marketing account, access Sales Activator, e-mail adhelp@blueshieldca.com or call Producer Services at (800) 559-5905.
*Maximum amount of dollars earned is $15,000 per broker account per year.
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Co-op Reimbursement Form (PDF)
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