Tools & Resources

Compare our Medicare plans side-by-side, enroll your clients online, and view up-to-date MA-PD, PDP, and Medicare Supplement Plan application statuses anytime.

IFP & Medicare application status

See all of your IFP and Medicare prospective members, check application status, and track your production.

Small group renewal tool

This tool helps you decide if your clients should stay with their plan or move to a new one. You can create a new quote from our portfolio of ACA-compliant plans.

Customized provider directory

Create a customized directory for your clients. It will be delivered via e-mail.

Find a doctor

View our provider list to see if a provider is part of the Blue Shield network.

Online Broker of Record change

We're excited to introduce our new online Broker of Record (BOR) automation service, making the process easier and faster for you.

Broker Account Management

Learn about managing agency accounts using Broker Account Management.

Sales resources and collaterals

IFP quote & apply tool

Simplify your sales with our online application and faster underwriting process.

Licensing

Check your license status on the California Department of Insurance website.

Forms & guidelines

Broker of record change forms

Book of business transfer form

Activity Application or renewal date Effective dates
Off exchange renewals/
plan changes
Between 10/1/2023 – 12/31/2023 1/01/2024
Between 1/1/2024 – 1/31/2024 2/01/2024
On exchange renewals/
plan changes
Between 10/1/2023 – 12/31/2023 1/01/2024
Between 1/1/2024 – 1/31/2024 2/01/2024
New enrollments, on and off exchange Between 10/1/2023 – 12/31/2023 1/01/2024
Between 1/1/2024 – 1/31/2024 2/01/2024

Contact us – Phone

Contact us – Mail

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© 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.