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Sales Resources and Collateral
Small Businesses (1 to 100)

This resource center is designed to help you find resources and collateral for Blue Shield Small Business plans.
Introducing Cal Index: A next-generation health information exchange.
Blue Shield of California has cofounded the new statewide health information exchange, California Integrated Data Exchange (Cal INDEX), to help your clients reduce the cost and improve the quality of care. Learn more about Cal INDEX, an independent not-for-profit organization that provides a statewide database of electronic patient records:

Download our member flier (PDF, 435KB)  |  Visit the Cal Index website
Plan brochures and fliers
Plan Packages for Small Business – Off Exchange and Mirror plan packages

Sales Brochure: Q2 2017 (PDF, 604KB) | Sales Brochure: Q1 2017 (PDF, 604KB) | Sales Brochure: Q4 2016 (PDF, 604KB) | Sales Brochure: Q3 2016 (PDF, 604KB)
What's New for Small Businesses – A quick-reference guide to what's new by quarter.

What's new for Q2-2017 (PDF, 604KB) What's new for Q1-2017 (PDF, 604KB) | What's new for Q4-2016 (PDF, 604KB) |  What's new for Q3-2016 (PDF, 604KB)
Waiting Period FAQs (PDF, 119KB)
2015 Small Business Waiting Period FAQs: Waiting periods for Small Business customers has changed for 2015. Please download the attached for all the details.
Why Blue Shield
A great one-pager all about the reasons your clients will benefit with a health plan from Blue Shield.
English (PDF, 254KB)
Spanish (PDF, 254KB)
Understanding our Networks
We have a variety of networks to choose from that fits your clients' needs. Learn more about our networks.
Network Guide
A guide to help you understand and compare our provider networks.
Effective January 1, 2017 (PDF, 472KB)
Effective October 1, 2016 (PDF, 472KB)
Effective January 1, 2016 (PDF, 254KB)
Finding and managing an HMO network physician (PDF, 78KB)  
How to register on (PDF, 637KB)  
Easy steps to print or order your ID card (PDF, 349KB)  
Online and mobile tools (PDF, 575KB)  
Find a provider (PDF, 47KB)  
Teladoc (PDF, 102KB)
Learn more about Teladoc's U.S. board-certified doctors, available 24/7/365 for non-emergency issues through phone or video consults. Teladoc is included in all Small Business plans upon renewal in 2017
Benefit Summaries
Benefit summaries for all 2017 medical, dental, and vision plans.
2017 Group Administrator's Guide (PDF, 1.4MB)
Effective January 1, 2017
A comprehensive guide for your clients which covers a range of information from a list of contacts to instructions for enrollment, payments and other processes.
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 Producer Connection to access the online renewal and enrollment tools so if you are not already registered, please register today!
Renewal documents  These documents (PDF, 47.MB) will help you during navigate through the renewal process
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 Producer Connection – no delegation needed. Learn more by going to the Getting Started page where you can view a demo, register for a webinar, download the Employer Connection QuickStart Guide and FAQs, and more.
Find a Provider With Blue Shield's Find a Provider 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.
Selling Small Business Dental Plans
Resources  Download Size
Dental brochure for brokers Download
Dental implant benefits FAQs Download - English
Download - Spanish
Pediatric dental and vision FAQs Download 58KB
Dental Smile Rollover Rewards Program Download 55KB
Guide to Managing Your Dental Plan Online Download 383KB
Blue Shield Dental Plans: Competitive Highlights Download 52KB
Caries risk management assessment flier
Learn more about CAMBRA
Download - English
Download - Spanish
Dental network map Download 72KB
Member Guide to Orthodontic Coverage
Note: The 1/1/17 versions include the new payment schedule
Download - English
Download - Spanish


Dental nomination form
Help clients nominate their dentist to join the network.
Download  239KB
Learn more about our dental plans    
Caries Management by Risk Assessment
Caries Management by Risk Assessment (CAMBRA) is an evaluation of a patient's risk level for the caries infection, or tooth decay, and is a benefit of every child's Blue Shield dental coverage. When fluoride varnish treatments are prescribed, Blue Shield dental plans provide the following schedule of treatments in addition to the biannual cleanings:
  • A 'high risk' assessment will allow up to four calendar-year fluoride varnish treatments
  • A 'medium risk' assessment will allow up to three calendar-year fluoride varnish treatments
  • A 'low risk' assessment will allow up to two calendar-year fluoride varnish treatment
Download the Caries Risk Management Assessment Flyer:

English (PDF, 78KB)   |    Spanish (PDF, 78KB)
Selling Small Business Vision Plans
Resources  Download Size
Vision brochure for brokers
Download 201KB
Pedicatric dental and vision FAQs Download 55KB
Vision network at a glance Download 77KB
Vision plan information card for California members
This card to your clients and make it easier for employees to explain their vision benefits to providers.
Vision plan information card for out-of-state members Download 59KB
Vision discount programs     
Healthy Sight Calculator     
Learn more about our vision plans
Selling Small Business Life Insurance
Resources  Download Size
Life Insurance brochure for brokers Download 90KB
Learn more about life insurance plans    
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Broker Resources
Current product cycle
Benefit summaries
Evidence of Coverage (EOCs)
Renewal Center
Forms and applications
Underwriting resources
Pediatric dental and vision coverage
TRUSTe Privacy Certification