Order Materials
   Advertising Resources
   Writing Small Group Business
   Manage Your Clients Online
Take advantage of the benefits of doing business online. Grow your business faster by using online tools and resources that allow you to quote and apply online, get training and more easily manage your business.
Online Tools
The online application tool now allows you to see all of your prospective members.
There is now a new column in our check app status that allows you to see the number of prospective members in an IFP or Small Group application. Use this to track your production and reach your sales goals by knowing exactly how many prospective members you've submitted each month.
Quote & Apply tool
Open the door to greater sales opportunities with our improved online application and faster underwriting process. Learn more about the Quote and Apply tool today.
Medicare Online Enrollment Tool
You can use Blue Shield's Medicare Online Enrollment Tool to compare our Medicare Prescription Drug plans side-by-side, enroll your clients online, and view up-to-date MA-PD, PDP and Medicare Supplement Plan application status anytime.
      View our webinar»                    Access the tool» 
Shield Renewals Online
We're excited to provide you with electronic copies of your small group clients' renewal packets, beginning with your January 2013 clients. Just follow the easy steps below to view, save, email, or print the packets quickly and conveniently. Once you've logged into the tool, locate your client, simply print, save or email the PDF directly from your desktop – it's that simple! Get started now»
Blue Shield of California Mobile
Our Mobile website and Mobile apps (Google Play and App Store) have been redesigned to give our members easier access to their health plan information anytime anywhere.
Members and guests can access our mobile website by entering in your mobile browser or by downloading our Mobile app for Android and iPhone. Members need to only register once to access their information anytime anywhere. For more information about other features and functionalities available to members visit

 Member Mobile Flier (PDF, 574KB)

 Mobile FAQs (PDF, 1.51MB)
Business Management Tools
Broker of Record Change and Book of Business Transfer Forms

Book of Business Transfer Form for IFP and Group Business (PDF, 615KB)
Use this form to easily transfer books of business between producers

 IFP Producer of Record Form (Off Exchange) (PDF, 92KB)

 IFP Producer of Record Form (On Exchange) (PDF, 66KB)
Use this form to request a change to your IFP producer-of-record on file.

 Small Group Producer of Record Form (PDF, 96KB)
Use this form to request a change to your small group producer-of-record on file.
Create a provider directory customized specifically for your clients, and have it delivered via e-mail.
Broker resources and selling tools for selling Blue Shield IFP plans
Broker resources and selling tools for selling Blue Shield Small Business plans
Underwriting Guidelines
IFP and Medicare Supplement Plan Underwriting Guidelines
Small Business Underwriting Guidelines (1 to 100)
We support the National Association of Health Underwriters and the California Association of Health Underwriters.
Producer Handbooks
Pulse 101+ Producer Guide
Broker Guides: Individual and Families
Broker Guides: Small Business (1 to 100)
Treatment Cost Estimator
Blue Shield's Treatment Cost Estimator is available for all PPO plan members. Now members can compare more than 400 medical treatments and services instantly! The Treatment Cost Estimator helps PPO members make informed treatment decisions by providing cost information that lets them:

 Compare costs received in different settings

 Compare costs from various providers and facilities

 Plan for high-cost services
Access our Treatment Cost Estimator, FAQs, and other resources
Download our member step-by-step flier
Online Account Maintenance for Your Clients
Online Account Maintenance for Small Groups (1 to 100)
Online Account Maintenance for Mid-size and Large Groups (101+)
Licensing Resources
Check your license status or learn more about the California Department of Insurance.
Member Resources
PCP-Selection Member Flier
We have developed a member-facing flier (PDF, 80KB) for new and renewing HMO members. This flyer highlights the importance of selecting a primary care physician (PCP), how to find a PCP using Find a Provider, essential information needed on application for selection, callouts to help avoid PCP randomization, and how to change a physician online.
Member ID Cards
Step-by-step instructions for registering on and how members can access a digital copy or order a new Member ID Card.

 Register on (PDF, 46KB)
Advertising Resources
Use our advertising programs and guidelines to help increase your business.
Training Resources
Producer Services Self-Service Phone System Guide (PDF, 448KB)
   Create Proposals
Plan Descriptions
To download product brochures and benefit summary sheets, choose a client market from the "Plans & Rates" menu at the top of the page and visit the "Products" section.
Selling Points
Strengthen your proposals with the top 10 selling points: ways Blue Shield provides the services and support your clients are looking for.
Order Materials
Order large quantities of the individual and family, Medicare supplement or group materials you need from our online ordering system. We'll ship them to you direct from our warehouse.
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