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Online Client List

Now it's easier than ever to manage your book of business for IFP, Small Group and Medicare-eligible plans with our Online Client List.

With the most recent addition to our online portfolio, you can now manage your MA-PD and PDP clients.*

Access reliable, up-to-date information with a simple-to-use interface and take advantage of the valuable benefits you can expect from doing business with Blue Shield.
Key benefits include:
  • 24/7 client information – Access and validate up-to-date client contact information at any time.
  • Client payment status – Knowing which clients are late on their payment can allow you to reach out to them in time and prevent cancellations.
  • Renewal information – See your clients' effective and renewal dates.
  • Sort functionality – Sort your client list by name, plan type, payment due date and payment status.
  • Client list downloads – Download your client list to Excel format and stay in touch with your clients – be it through direct mailings or telephone calls.
How often is my client list updated?
Your online client list is updated at 7:30 am, Tuesday through Saturday. Please be sure to review the report date listed at the top of the screen to ensure you are downloading the most up-to-date information.
If you have any questions, please email Producer Services.
*You must be AHIP and Blue Shield product certified each year in order to receive credit for MA-PD and PDP applications. If you are not currently certified, or were not certified prior to the sale, your MA-PD and PDP clients will not appear on the Medicare Online Client List.
Blue Shield of California is a health plan with a Medicare contract.
A Medicare-approved Part D sponsor.

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Online Client List
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