Alerts, Briefings, and Resources for Certified Enrollment Representatives
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Webinars
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Agent Briefings & Alerts
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
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Community Partner Briefings & Alerts
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
- Director’s Corner with CCA updates
- Latest news and important reminders from Covered California
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Downloads
Please submit any questions regarding our webinars to OutreachandSales@covered.ca.gov.
Date | Editor Options | Subject | Slides | Recording |
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2024/05/01 | Edit Row | Description Special Enrollment Period 2024 Virtual Workshop: Covered California Outreach and Sales Enroller workshop presentation and recording providing the latest policy and legislative news, enroller portal updates, tools, resources, and more. |
(PDF) | (Video) |
To subscribe to the Covered California Community Partner email list, please contact outreachandsales@covered.ca.gov
Date | Editor Options | In This Issue | |
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2024/05/31 | Edit Row | Agent Briefing May 2024 | |
2024/06/28 | Edit Row | Agent Briefing June 2024 | |
2024/07/31 | Edit Row | Agent Briefing July 2024 | |
2024/08/30 | Edit Row | Agent Briefing August 2024 |
To subscribe to the Covered California Community Partner email list, please contact outreachandsales@covered.ca.gov
Date | Editor Options | In This Issue | |
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2024/05/31 | Edit Row | Community Partner Briefing May 2024 | |
2024/06/28 | Edit Row | Community Partner Briefing June 2024 | |
2024/07/31 | Edit Row | Community Partner Briefing July 2024 | |
2024/08/30 | Edit Row | Community Partner Briefing August 2024 |
Date | Editor Options | Resource | Document Type | Description |
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2023/05/04 | Edit Row | Consumer Premium Payment | Job Aid | Step-by-step instructions on how Certified Enrollers may assist consumers in making a premium payment for a pending Plan (Health or Dental) from the consumer’s perspective. |
2023/04/28 | Edit Row | Cancel and Disenroll Coverage | Quick Guide | Step-by-step instructions for Certified Enrollers assisting consumers who want to disenroll or cancel their current health and/or dental plan. |
2024/09/06 | Edit Row | Field Operations & Account Services Team | Document | Contact information for Covered California’s Field Operations & Account Service Team by sales area within California. |
2022/12/23 | Edit Row | Changes to the Public Charge Determination for Certified Enrollers | Quick Guide | Information for Certified Enrollers regarding Changes to the Public Charge Determination Policy. |
2023/05/04 | Edit Row | Medi-Cal Program Overview | Resource Page | Informational Overview of Medi-Cal. |
2024/04/30 | Edit Row | Self-attestation of Income, No Documentation Available Form in English and Spanish | Form | Document to self-attest household projected annual income, when no other income documentation is available. |
2023/05/11 | Edit Row | Shop & Compare | Quick Guide | Instructions on how to navigate the updated Shop & Compare tool. |
2019/06/19 | Edit Row | Approved Admin Staff Quick Guide – Staff Role | Quick Guide | Information for Approved Admin Staff on the process of being added and their tasks |
2024/03/18 | Edit Row | Transferring Consumers Within an Agency for Agency Managers and Admin Staff | Job Aid | Instructions to transfer consumer delegation between Agents within an Agency |
2018/04/27 | Edit Row | Book of Business Export Individual Agent Within an Agency | Job Aid | Step-by-step instructions for Individual Agents within an Agency to extract their Book of Business from their CalHEERS portal |
2022/08/01 | Edit Row | CCSB Agent Code of Conduct | Code of Conduct | Information for CCSB Agents on the Code of Conduct |
2023/02/09 | Edit Row | Delegation Policy | Fact Sheet | Important information about the delegation change request policy and the process for Agents and CECs. |
2017/11/09 | Edit Row | Tax Attestation | Job Aid | Instructions to help consumers attest to having filed taxes for a previous coverage year. |
2017/11/09 | Edit Row | Member Level Benefit | Job Aid | Instructions to help APTC eligible consumers select different plans for each member of their tax filing household or custom group member into separate APTC eligible plans. |
2023/03/02 | Edit Row | Covered California Vision Covereage - VSP & EyeMed | Quick Guide | Vision coverage information. |
2023/05/01 | Edit Row | CalHEERS Application | Task Guide | Step-by-step instructions on the updated design and dynamic features of the CalHEERS online application. |
2019/06/20 | Edit Row | Agency Portal Quick Guide | Quick Guide | Agency Portal Navigation Assistance |
2024/07/16 | Edit Row | Pregnancy Coverage | Quick Sheet | Information on the multiple coverage options for pregnant women. |
2023/01/02 | Edit Row | Get Help | Resource Page | Enrollment assistance options for consumers. |
2017/06/02 | Edit Row | Agency Agreement and System Build | FAQ | Questions and Answers for Agents on the new Agency Agreement and System update. |
2017/05/04 | Edit Row | Overage Dependents | Quick Guide | Information regarding dependents who are 26 years of age. |
2016/12/06 | Edit Row | Agent Authentication | Policy | Information for agents on the Authentication Policy when contacting the Agent Service Center. |
2024/01/30 | Edit Row | Conditional Eligibility | Quick Guide | Information on the reminder notice sent to consumers in a conditional eligibility status. |
2023/01/02 | Edit Row | Tax Preparation Help | Resource Page | Page of resources with information about tax forms and filing. |
2017/07/31 | Edit Row | Authorized Representative Form | Form | Form to designate an authorized representative. |
2015/10/19 | Edit Row | Voter Registration Training – PBE Only | Task Guide | Plan Based Enroller (PBE) protocols for offering voter registration services |
2023/01/02 | Edit Row | Medicare Information | Reference Page | Quick and important facts about Medicare including scenarios. |
2023/02/09 | Edit Row | How to Reset Your Password and Retrieve Your Username | Quick Guide | Guide to help consumers reset and/or retrieve their username or password in CalHEERS. |
2020/10/23 | Edit Row | Domestic Abuse or Spousal Abandonment QLE | Quick Guide | Full Details of “Victim of domestic abuse or spousal abandonment” QLE. |
2020/03/20 | Edit Row | Voter Registration Training Guide | Training Guide | Training guide for assisters to provide voter registration assistance. |
2021/10/22 | Edit Row | California Premium Subsidy vs. California Premium Credit | Guide | Details of both the California Premium Subsidy and the California Premium Credit and what impact each could have on consumers. |
2024/04/08 | Edit Row | Acceptable Documents to Verify Identity | Guide | Identity proofing can be done by one of three methods: visual verification, remote identity proofing (RIDP, or paper application. |
2024/07/15 | Edit Row | Daily Summary Email | Guide | Outline of daily summary notification sent by CalHEERS to the Secure Mailbox page. |
2024/06/20 | Edit Row | Reasonable Opportunity Period | Quick Guide | Guide to help understand ROP and auto-discontinuance. |
2024/03/15 | Edit Row | Medi-Cal to Covered California Automatic Plan Selection | Quick Guide | Guide outlining how Covered California either automatically adds consumers to an existing health plan enrollment or automatically selects the Lowest Cost Silver plan for the consumer. |
2024/03/15 | Edit Row | Medi-Cal to Covered California Manual Automatic Plan Selection | Quick Guide | Explains CalHEERS functionality to help certain consumers transitioning from Medi-Cal change their tax filing status to gain eligibility for a Covered California plan with financial help. |
2024/03/04 | Edit Row | Enroller Portal Sprint 2 Release Notes | Release Notes | Enroller Portal updates and enhancements, effective March 4, 2024. |
2024/03/30 | Edit Row | Enroller Portal Sprint 3 Release Notes | Release Notes | Enroller Portal updates and enhancements, effective March 30, 2024, and April 15, 2024. |
2024/04/08 | Edit Row | Agency Certification Onboarding | Quick Guide | Onboarding instructions for Sole Proprietors, Corporations, and Partnerships that want to become Certified Insurance Agents with Covered California. |
2024/04/08 | Edit Row | Downline Agent Onboarding | Quick Guide | Instructions for Agency Managers and Authorized Signers to complete the process of adding a downline Agent to their Agency and outlines the steps that the Downline Agent must take to become Certified. |
2024/04/10 | Edit Row | Individual Mandate and Penalty | Quick Guide | California residents must maintain minimum essential health coverage for each month of the year. Guide explains that those who do not must pay a penalty on their state income tax return unless they qualify for an exemption. |
2024/04/11 | Edit Row | Hearing Aid Coverage for Children Program – English | Fact Sheet | Provides details of the Department of Health Care Services’ Hearing Aid Coverage for Children Program. |
2024/04/11 | Edit Row | Hearing Aid Coverage for Children Program – Spanish | Fact Sheet | Provides details of the Department of Health Care Services’ Hearing Aid Coverage for Children Program (Spanish Version). |
2024/04/12 | Edit Row | Agent Secure Email Access | Quick Guide | Shows the steps to take to open a secure email from Covered California. |
2024/04/19 | Edit Row | Continuity of Care | Guide | Guide to explain the Continuity of Care QLE that triggers a Special Enrollment Period. |
2024/05/24 | Edit Row | Help On-Demand FAQ | Frequently asked questions about the Help On-Demand program for Certified Enrollers. |
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2024/06/20 | Edit Row | Delegation Tool | Quick Guide | Guide outlining the steps for enrollers to self-serve and delegate a consumer’s case to their Book of Business. |
2024/06/11 | Edit Row | Change Plan | Job Aid | How to change a Qualified Health Plan (QHP) or Qualified Dental Plan (QDP). |
2024/06/12 | Edit Row | BenefitsCal Document Upload | Quick Guide | Instructions to assist customers with uploading documents in BenefitsCal. |
2024/06/13 | Edit Row | Intelligent Document Processing (IDP) System | Quick Guide | Process for uploading documents so Covered California can electronically verify using Google Document Artificial Intelligence and match information needed in CalHEERS. |
2024/06/13 | Edit Row | 24.6 Release Notes | Release Notes | CalHEERS updates and enhancements, effective June 17, 2024. |
2023/08/11 | Edit Row | Duplicate Prevention | Quick Guide | Shows what the Duplicate Prevention Logic pop-up looks like and outlines the steps of what to do when it appears. |
2024/09/19 | Edit Row | Special Enrollment Period Job Aid | Job Aid | Walkthrough of the online application for the Special Enrollment Period. |
2024/08/07 | Edit Row | Special Enrollment Period FAQ | FAQ | Commonly asked questions and answers regarding the Special Enrollment Period. |
2024/07/25 | Edit Row | My Profile Page | Quick Guide | Details the features available for account self-management on the My Profile page. |
2024/08/19 | Edit Row | Help On-Demand Regional Area | Map | Map showing new geographic regions for Help On-Demand service areas, effective August 29, 2024. |
2024/03/12 | Edit Row | Covered California Service Center Operating Hours | Schedule | Service Center hours of operation for consumers and certified enrollers. |
2024/08/20 | Edit Row | Enroller Portal Help Request and Live Chat | Guide | Steps to submit a help request and how to start a live chat session with a Service Center Representative. |
2024/09/05 | Edit Row | Consent for Verification and Tax Attestation | Quick Guide | Information on consumer consent for verification and tax attestation and how certified enrollers can help. |
2024/09/05 | Edit Row | Consent for Verification | Quick Guide | Information on consumer consent for verification to avoid loss of Advanced Premium Tax Credit (APTC) or Cost-Sharing Reductions (CSR). |
2024/09/19 | Edit Row | 24.9 Release Notes | Release Notes | CalHEERS updates and enhancements, effective September 23, 2024. |
2024/09/19 | Edit Row | Single Streamlined Application | Job Aid | Provides an overview of the Single Streamlined Application, with a focus on highlighting features and pages for Certified Insurance Agents (Agents), Certified Enrollment Counselors (CECs), and Plan Based Enrollers (PBEs). |
2024/09/19 | Edit Row | Plan Selection and Benefits | Guide | How to assist consumers with reviewing, selecting, and enrolling in a Covered California Qualified Health Plan (QHP). |
2024/09/19 | Edit Row | Renewal Quick Guide | Quick Guide | Tips and reminders for the renewal process including links and information on Renewal Notices. |
2024/09/19 | Edit Row | Renewal Job aid | Job Aid | Instructions on the Covered California renewal process. |
2023/12/12 | Edit Row | Assisting Medi-Cal Eligible Consumers | FAQ | Questions and answers regarding assisting consumers in Medi-Cal. |
2023/12/12 | Edit Row | Medi-Cal Reminders and When to Contact County Social Services | Guide | Additional Medi-Cal reminders and resources. |
2024/09/19 | Edit Row | Enrollment Dashboard | Guide | Illustrates the Enrollment Dashboard with an at-a-glance view of a consumer’s enrollment information and application progress. |
Resources for Partners
CEC/PBE Help Line Hours
Phone: (855) 324-3147 Monday thru Friday, 8:00 a.m. to 6:00 p.m. Saturdays and Sundays, Closed
Agent Service Center
Phone: (877) 453-9198
Monday thru Friday, 8:00 a.m. to 6:00 p.m.
Saturdays and Sundays, Closed
E-mail: Agents@covered.ca.gov
Consumer Help
- Find Local Help
- 1-800-300-1506
- CoveredCA.com