Webinars & Briefings for
Certified Enrollment Representatives

Webinars
Agent Briefings & Alerts
Community Partner Briefings & Alerts

Click on the resource headers below for detailed information:

Webinars


Please submit any questions regarding our webinars to OutreachandSales@covered.ca.gov.

Date Subject Slides Recording
2018/03/09 CalHEERS Feature Release 18.3 Application Update (Video)
2018/03/05 Life Events and Special Enrollments (PDF) (Video)
2018/02/07 Agency Manager Portal Walkthrough (Video)
2018/01/30 Cross the Finish Line & IRS Form 1095 Overview (PDF) (Video)
2017/11/03 Now Available Pre-Recorded 2018 Open Enrollment Webinar (PDF) (Video)
2017/10/13 Covered California Renewal Customer Journey Webinar (PDF) (Video)
2017/10/10 CalHEERS Application (Renewal Mode) Video Walkthrough (Video)
2017/09/22 CalHEERS Feature Release 17.9 – Application Update (Video)
2017/07/28 Agency Portal Walkthrough (Video)
2017/04/06 CCSB Agent Overview (PDF) (Video)
2016/09/23 Agent Portal Walkthrough (Video)
2016/09/23 Certified Enrollment Counselor Portal Walkthrough (Video)


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Agent Briefings & Alerts

To subscribe to the Covered California Agents email list, please contact outreachandsales@covered.ca.gov

Date Email Subject In This Issue
2018/06/15 Important Updates from Covered California
  • Message from the Deputy Director
  • Press Release from Covered California
  • Enrollment Partner Tool Kits
  • Blue Shield of California Billing Issue
2018/05/11 Important Updates from Covered California
  • Message from the Deputy Director
  • Blue Shield of California Consumers Need to Re-Enroll in New Payment System Easy$Pay℠ by May 11
  • Special Enrollment Tool Kit Available
2018/04/13 Save The Date for SEP Kickoff Meetings & Appointment of New Outreach & Sales Director
  • Message from the Deputy Director
  • Register Today! 2018 Special Enrollment Kick-off & Recognition Events
  • Tax Deadline Next Week
  • Submit Your Enrollment Event to be Listed on CoveredCA.com
2018/03/21 Save The Date for SEP Kickoff Meetings & Appointment of New Outreach & Sales Director
  • Message from the Deputy Director
  • 2018 Special Enrollment Kick-off Events
  • Covered California Announces Appointment of Terry Convey, Director of Outreach and Sales
  • IRS Form 1095
2018/02/15 Thank You For Another Successful Open Enrollment
  • Message from the Deputy Director
  • New Tool Kit Available for Special Enrollment
  • Feature Release 18.2 – Understand the Update
  • Covered California Finishes Fifth Open Enrollment Strong – New Sign-ups of 423,484 up 3 Percent Over Last Year
2018/02/09 Enhanced Agency Manager Functionality - Live Monday Feb 12
  • Enhanced Agency Manager Functionality
  • Resources Available
  • CalHEERS Outages
2018/01/19 Today is the Last Day to Enroll for a Feb 1 Coverage Start
  • Message from the Deputy Director
  • Last Day: Enroll Consumers by Jan 19 for a Feb 1 Coverage Start Date
  • Social Media Toll Kit for Open Enrollment Now Available
  • Important 1095-A Reminders
2017/12/15 Extended Enrollment Deadline for Jan 1 Coverage
  • Message from the Deputy Director
  • Open Enrollment Deadline Extended for January 1 Coverage
  • Automatic Renewals for January 1 Coverage
  • Open Enrollment Tool Now Available
  • Important 1095-A Reminders
2017/11/01 Open Enrollment Is Here!
  • Message from the Deputy Director
  • Open Enrollment is Finally Here
  • Covered California is Hitting the Road Again
  • Open Enrollment Tool Kit Now Available
  • New Provider Search Tool Kit
2017/10/16 Renewal has Begun – Compare Plans to Find the Best Option
  • Message from the Deputy Director
  • Renewal
  • New Provider Tool
  • Renewal Consumer Journey Webinar
2017/09/22 CalHEERS New Application Goes Live & Renewal Tool Kit Now Available
  • Understand the Update, 2018 Renewal Season is Fast Approaching, Webinar Reminder
2017/09/19 Resources and Helpful Tips for the Upcoming Renewal Period
  • Message from the Deputy Director
  • Renewal Consumer Journey CalHEERS Release 17.9 Webinar
  • Open Enrollment Period
  • Social Media
  • CCSB’s Carrier and Plan Options for 2018
2017/08/18 RSVP for Statewide OE Kickoff Meetings
  • Message from the Deputy Director
  • Open Enrollment Period
  • Enrollment Kick-off Meetings
  • Health Plan Rates and Offerings Overview
  • Renewal
2017/08/01 Covered California releases 2018 rates: Continue stability and competition in the face of national uncertainty
  • 2018 Rate and Plan Announcement
  • 2018 Rate Book
  • Anthem Blue Cross – Region 1, 7 and 10
2017/07/31 3 Easy Steps to Assist Consumers in the New Agency Portal
  • Three Easy Steps to Assist Consumers
2017/07/28 Alert! Your New Agency Portal Goes Live Monday
  • New Agency Goes Live Monday
  • What your need to know
  • Agency Manger can still enroll consumers
2017/07/14 New Agency Agreement Releasing this Month
  • Message from the Deputy Director
  • New Agency Agreement
  • Helpful Tips- Preventive Care Benefits
  • Press Release: New Federal Report Shows the Individual Markets Across the Nation are Stable
  • CCSB Late Submissions for New Groups
2017/06/14 Important Updates from Covered California
  • Message from the Deputy Director
  • Coming Soon: New Agency Agreement & CalHEERS Agency Portal
  • CalHEERS Password Reset “15 Day Expiration Reminder”
  • CCSB Employer Monthly Invoices Gest Redesigned
2017/06/02 Coming Soon - New Agency Agreement and CalHEERS Agency Portal
  • Coming Soon: New Agency Agreement & CalHEERS Agency Portal
  • Contact Agencies of two or more Agents
  • Contact current agents writing business
2017/05/04 Statement from Peter V. Lee on House Passage of the American Health Care Act
  • Message from the Executive Director
  • Resources Now Available
  • Special Enrollment CalHEERs Password Reset Notification Reminders
2017/04/27 New Analysis Shows Dramatic Consequences If Federal Policies are Changed
  • Covered California Press Release
2017/04/06 Latest News and Resources from Covered
  • Message from the Executive Director
  • Special Enrollment
  • CalHEERs Password Reset Notification
  • CCSB
2017/03/09 Join Us for Our SEP Kick-off Meetings Beginning Next Week
  • 2017 SEP Kick Off Meetings
  • Understand Qualifying Life Events for Special Enrollment
  • Individual Shared Responsibility Payment
  • APTC
  • CCSB

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Community Partner Briefings & Alerts

To subscribe to the Covered California Community Partner email list, please contact outreachandsales@covered.ca.gov

Date Email Subject In This Issue
2018/06/15 Important Updates from Covered California
  • Message from the Deputy Director
  • Press Release from Covered California
  • Enrollment Partner Tool Kits
  • Blue Shield of California Billing Issue
2018/05/11 Important Updates from Covered California
  • Message from the Deputy Director
  • Blue Shield of California Consumers Need to Re-Enroll in New Payment System Easy$Pay℠ by May 11
  • Special Enrollment Tool Kit Available
2018/04/13 Save The Date for SEP Kickoff Meetings & Appointment of New Outreach & Sales Director
  • Message from the Deputy Director
  • Register Today! 2018 Special Enrollment Kick-off & Recognition Events
  • Tax Deadline Next Week
  • Submit Your Enrollment Event to be Listed on CoveredCA.com
2018/03/21 Save The Date for SEP Kickoff Meetings & Appointment of New Outreach & Sales Director
  • Message from the Deputy Director
  • 2018 Special Enrollment Kick-off Events
  • Covered California Announces Appointment of Terry Convey, Director of Outreach and Sales
  • IRS Form 1095
2018/02/15 Thank You For Another Successful Open Enrollment
  • Message from the Deputy Director
  • New Tool Kit Available for Special Enrollment
  • Feature Release 18.2 – Understand the Update
  • Covered California Finishes Fifth Open Enrollment Strong – New Sign-ups of 423,484 up 3 Percent Over Last Year
2018/01/19 Today is the Last Day to Enroll for a Feb 1 Coverage Start
  • Message from the Deputy Director
  • Last Day: Enroll Consumers by Jan 19 for a Feb 1 Coverage Start Date
  • Social Media Toll Kit for Open Enrollment Now Available
  • Important 1095-A Reminders
2017/12/15 Extended Enrollment Deadline for Jan 1 Coverage
  • Message from the Deputy Director
  • Open Enrollment Deadline Extended for January 1 Coverage
  • Automatic Renewals for January 1 Coverage
  • Open Enrollment Tool Now Available
  • Important 1095-A Reminders
2017/11/01 Open Enrollment Is Here!
  • Message from the Deputy Director
  • Open Enrollment is Finally Here
  • Covered California is Hitting the Road Again
  • Open Enrollment Tool Kit Now Available
  • New Provider Search Tool Kit
  • Keep Your Covered California Certification Status
2017/10/16 Renewal has Begun – Compare Plans to Find the Best Option
  • Message from the Deputy Director
  • Renewal
  • New Provider Tool
  • Renewal Consumer Journey Webinar
2017/09/22 CalHEERS New Application Goes Live & Renewal Tool Kit Now Available
  • Understand the Update, 2018 Renewal Season is Fast Approaching, Webinar Reminder
2017/09/19 Resources and Helpful Tips for the Upcoming Renewal Period
  • Message from the Deputy Director
  • Renewal Consumer Journey CalHEERS Release 17.9 Webinar
  • Open Enrollment Period
  • Social Media
2017/08/18 RSVP for Statewide OE Kickoff Meetings
  • Message from the Deputy Director
  • Open Enrollment Period
  • Enrollment Kick-off Meetings
  • Health Plan Rates and Offerings Overview
  • Renewal
2017/08/01 Covered California releases 2018 rates: Continue stability and competition in the face of national uncertainty
  • 2018 Rate and Plan Announcement
  • 2018 Rate Book
  • Anthem Blue Cross – Region 1, 7 and 10
2017/07/14 July Community Partner Briefing
  • Director’s Conner
  • Speical Enrollment
  • Latest News
2017/06/14 Important Updates from Covered California
  • Update Special Enrollment Period Social Medial Tool Kit
  • CalHEERS Password Reset “15 Day Expiration Reminder”
2017/05/04 Statement from Peter V. Lee on House Passage of the American Health Care Act
  • Message from the Executive Director
  • Resources Now Available
  • Special Enrollment CalHEERs Password Reset Notification Reminders
2017/04/27 New Analysis Shows Dramatic Consequences If Federal Policies are Changed
  • Covered California Press Release
2017/04/06 Latest News and Resources from Covered
  • Message from the Executive Director
  • Special Enrollment
  • CalHEERs Password Reset Notification
  • Resources
2017/03/09 Join Us for Our SEP Kick-off Meetings Beginning Next Week
  • 2017 SEP Kick Off Meetings
  • Understand Qualifying Life Events for Special Enrollment
  • Individual Shared Responsibility Payment
  • APTC
2017/02/10 Community Partner Briefing: Thank You For Another Successful Open Enrollment
  • Thank You
  • New Deputy Director Introductions
  • Special Enrollment
  • Online Application Feature Release
2017/01/06 Community Partner Briefing: Jan 15 Deadline for Feb 1 Coverage and Other Key Updates
  • Open Enrollment
  • Latest News
  • Webinars
  • APTC

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Downloads

Date Updated Resource Document Type Description
2018/06/01 18.6 CalHEERS Release Release Notes Important Information for Certified Enrollers about the implemented changes occurring in CalHEERS during 18.6 release.
2018/04/27 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
2018/04/13 CCSB Agent Code of Conduct Code of Conduct Information for CCSB Agents on the Code of Conduct
2018/3/21 Field Operations & Account Services Team Document Contact information for Covered California’s Field Operations & Account Service Team by sales area within California. 
2018/03/09 18.3 CalHEERS Release Release Notes Important Information for Certified Enrollers about the implemented changes occurring in CalHEERS during 18.3 release.
2018/02/08 18.2 CalHEERS Release Release Notes Important Information for Certified Enrollers about the implemented changes occurring in CalHEERS during 18.2 release.
2018/02/08 Acting On Behalf Of An Agent Job Aid Step-by-step instructions for Agency Managers to act on behalf of the Agents within the Agency, enabling them to step in to complete tasks or assist consumers in the Agent’s Book of Business.
2018/02/08 Book of Business Export Job Aid Step-by-step instructions for Agency Managers to access an aggregate Agency Book of Business from their CalHEERS Agency portal.
2018/02/08 Edit Agent Within Agency Job Aid - Agency Managers Job Aid Step-by-step instructions for Agency Managers to edit some of the information for Agents within their Agency.
2018/02/08 Transferring Consumers Within an Agency Job Aid Step-by-step instructions to transfer consumer delegations between Agents within the Agency.
2017/12/28 Individual Mandate Penalty FAQ Questions and Answers for Certified Enrollers regarding the Individual Mandate Penalty beginning in 2019.
2017/12/13 Delegation Policy Fact Sheet Important information about the delegation change request policy and the process for Agents and CECs.
2017/11/09 Medicare Quick Guide Quick Guide Information on the Medicare notice consumers who are approaching or over the age of 65 will receive from Covered California.
2017/11/09 Accessing a Consumer’s Secure Mailbox Job Aid Step-by-step instructions to access documents and notices in a consumer’s mailbox.
2017/11/09 Tax Attestation Job Aid Instructions to help consumers attest to having filed taxes for a previous coverage year.
2017/11/09 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.
2017/10/12 2018 Plan Rate Offering Overview Power Point Review of 2018 Rates & Offerings
2017/10/06 Covered California Vision Covereage - VSP & EyeMed Quick Guides Agent appointment process with VSP and EyeMed.
2017/09/22 17.9 CalHEERS Release Release Notes Important information for Certified Enrollers about the implemented changes occurring in CalHEERS during 17.9 release.
2017/09/22 CalHEERS Application Job Aid Step-by-step instructions on the updated design and dynamic features of the CalHEERS online application.
2017/09/13 Consent for Verification Quick Guide Information on consumer consent for verification and how certified enrollers can help.
2017/08/17 Anthem Quick Guide Certified Enrollers Quick Guide Guidance to assist consumers with the 2018 benefit year
2017/07/31 Agency Portal Quick Guide Quick Guide Agency Portal Navigation Assistance
2017/07/28 17.7 CalHEERS Release Release Notes Important information for Certified Enrollers to stay up-to-date with the implemented changes occurring with the CalHEERS during the 17.7 release on July 31, 2017.
2017/07/28 Add a New Agent to an Agency Job Aid Step by step instructions for Agency Managers on adding new agents to their agency.
2017/07/14 Agency Agreement Quick Guide Information for agents on the new Agency Agreement and the DocuSign® process.
2017/07/11 Pregnancy Coverage Quick Sheet Information on the multiple coverage options for pregnant women.
2017/07/07 Countable Sources of Income Chart Chart to assist Enrollers with Understanding which incomes CCA counts.
2017/07/05 Certified Enroller Service Center Hours Schedule Covered California’s Service Centers hours of operation.
2017/06/26 17.6 CalHEERS Release Release Notes Important information for Certified Enrollers to stay up-to-date with the implemented changes occurring with the CalHEERS during the 17.6 release on June 26, 2017.
2017/06/09 Get Help Quick Guide Quick Guide Enrollment assistance options for consumers.
2017/06/02 Agency Agreement and System Build FAQ Questions and Answers for Agents on the new Agency Agreement and System update.
2017/05/04 Overage Dependents Quick Guide Information regarding dependents who are 26 years of age.
2017/04/17 Consent, Income, Tax Attestation Talking Points Talking points regarding notices sent to consumers at risk of losing APTC
2017/04/06 CalHEERS Password Reset Job Aid Job Aid Instruction on how to reset your CalHEERS password
2017/04/01 Income Guidelines for Plan Year 2017 Chart Program Eligibility by Federal Poverty Level (FPL).
2016/12/06 Agent Authentication Policy Information for agents on the Authentication Policy when contacting the Agent Service Center.
2016/12/02 Conditionally Eligible Quick Guide Information on the reminder notice sent to consumers in a conditional eligible status.
2016/11/18 Certified Enroller Portal Search Training Guide Instructions on how to effective use the Search functionality in the Agent or CEC Portal.
2016/11/18 Shop & Compare Job Aid Job Aid Instructions on how to navigate the updated Shop & Compare tool.
2016/10/10 Assisting Medi-Cal Eligible Consumers FAQ FAQ Questions and answers regarding assisting consumers in Medi-Cal.
2016/08/08 PCP Matching Quick Guide Information regarding added feature for 2017 PPO & EPO Pans in the Individual Market.
2016/07/29 Special Enrollment Frequently Asked Questions FAQ Collection of questions from the Special Enrollment webinar and field campaigns.
2016/07/29 Employer Notification of Employee Coverage Quick Guide Information on the notice that will be sent to the employers of those consumers who reported that their employer has not offered affordable, minimum standard value coverage.
2016/06/07 CCSB Social Media Tool Kit Tool Kit Provides resources and best practices, along with logos, digital banners, shareable images, and sample posts to effectively spread the word about CCSB.
2016/03/14 County Children's Health Initiative Program (CCHIP) Quick Guide Information on CCHIP, who qualifies for the program, and important contact information.
2016/02/18 Tax Preparation Help for Consumers Handout Resource list of licensed or registered tax preparers, low cost tax preparation services or information about the impact healthcare coverage has on taxes.
2015/12/23 Authorized Representative Form in English and Spanish Form Form to designate an authorized representative.
2015/12/09 LGBT Training Presentation and Slide Deck Training Materials Learn the terms, identities and concepts associated with LGBT communities. Develop skills for enrolling LGBT individuals and families effectively.
2015/12/01 Agent Agreement Corrections Fact Sheet Information on what steps to take when you receive a DocuSign® agreement with incorrect information.
2015/11/06 AIDS Drug Assistance Program (ADAP) Reference Guide Quick facts on medication and insurance access programs for people living with HIV.
2015/10/19 Mandatory Voter Registration Assistance Training Training Guide Important facts on voter registration assistance and protocols that must be followed.
2015/10/19 Voter Registration Training Guide – In Person Task Guide Protocol for in-person assisters to provide voter registration assistance.
2015/10/19 Voter Registration Training Guide – Phone Task Guide Protocol for phone assisters when offering voter registration services.
2015/10/19 Voter Registration Training – PBE Only Task Guide Plan Based Enroller (PBE) protocols for offering voter registration services
2015/09/02 Medicare Factsheet Talking Points Quick and important facts about Medicare including scenarios.
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