Webinars, Briefings, and Resources for Certified Enrollment Representatives 

• Director’s Corner with Covered California updates.
• Latest news, links to resources, and important reminders from Covered California.

• Director’s Corner with 2025 recap.
• Latest news, links to resources, and important reminders from Covered California.

• Director’s Corner with Covered California updates.
• Latest news, links to resources, and important reminders from Covered California.

• Director’s Corner with 2025 recap.
• Latest news, links to resources, and important reminders from Covered California.

Information for Certified Enrollers regarding Changes to the Public Charge Determination Policy.

Informational Overview of Medi-Cal.

Document to self-attest household projected annual income, when no other income documentation is available.

Spanish

Information for CCSB Agents on the Code of Conduct

Instructions to help consumers attest to having filed taxes for a previous coverage year.

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.

Step-by-step instructions on the updated design and dynamic features of the CalHEERS online application.

Enrollment assistance options for consumers.

Questions and Answers for Agents on the new Agency Agreement and System update.

Information regarding dependents who are 26 years of age.

Information for agents on the Authentication Policy when contacting the Agent Service Center.

Page of resources with information about tax forms and filing. 

Form to designate an authorized representative.

Plan Based Enroller (PBE) protocols for offering voter registration services

Quick and important facts about Medicare including scenarios.

Full Details of “Victim of domestic abuse or spousal abandonment” QLE.

Details of both the California Premium Subsidy and the California Premium Credit and what impact each could have on consumers.

Enroller Portal updates and enhancements, effective March 4, 2024.

Enroller Portal updates and enhancements, effective March 30, 2024, and April 15, 2024.

Onboarding instructions for Sole Proprietors, Corporations, and Partnerships that want to become Certified Insurance Agents with Covered California.

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.

Provides details of the Department of Health Care Services’ Hearing Aid Coverage for Children Program.

Provides details of the Department of Health Care Services’ Hearing Aid Coverage for Children Program (Spanish Version).

Shows the steps to take to open a secure email from Covered California.

Instructions to assist customers with uploading documents in BenefitsCal.

CalHEERS updates and enhancements, effective June 17, 2024.

Map showing new geographic regions for Help On-Demand service areas, effective August 29, 2024.

CalHEERS updates and enhancements, effective September 23, 2024.

Guide for Agency managers I and II covering the process of adding new Agents to their Agency.

Instructions for Agency Managers and Admin Staff to assist any consumers delegated to an Agent within the Agency.

Instructions for an Agency Manger to add an Admin Staff to the Agency Portal.

Enroller Portal updates and enhancements, effective October 5, 2024.

Frequently asked questions about the Help On Demand program for Certified Enrollers.

Form to appoint an authorized representative to accompany, assist, and represent a consumer in their Medi-Cal benefits application or redetermination.

Form to appoint an authorized representative to accompany, assist, and represent a consumer in their Medi-Cal benefits application or redetermination.

Document containing questions and answers for the recent Enroller Portal webinars specifically for Entity Users.

Steps for enrollers to register their email address and/or cell phone number for a One-Time Passcode (OTP) verification method to log in to CalHEERS.

CalHEERS updates and enhancements, effective February 7, 2025.

Demonstrates how to generate and print plan summaries for Certified Enrollers and anonymous users.

Informs Primary Contact (PC) and Authorized Contact (AC) user roles on how to create a Certified Enrollment Counselor (CEC) application and account using the application and submission processes.

Outline of general policies, definitions of roles, and responsibilities of Covered California and Certified Insurance Agents.

Instructions on how to add, remove, or update the Site Served location for downline enrollers.

Sample notice to consumers enrolled in multiple Covered California health plans with financial help.

Flyer for 2025 SEP Workshops with dates, times, locations, and registration links.

Explains the process for impacted consumers who have overlapping unsubsidized enrollments.

Explains the process for impacted consumers who have dual enrollment in an unsubsidized Covered California health plan and Medi-Cal.

Enroller Portal updates and enhancements, effective May 12, 2025.

Frequently Asked Questions and answers about new enhancements to the CCSB website.

CalHEERS updates and enhancements, effective June 16, 2025.

Process for uploading documents so Covered California can electronically verify using Google Document Artificial Intelligence and match information needed in CalHEERS.

Explains the process for impacted consumers who have dual enrollment in a subsidized Covered California health insurance plan and Medi-Cal.

Introduces Agency Managers, Agents, Authorized Signers, and Approved Admin Staff to the information and tasks they have access to through the Enroller Portal.

Consumer Informed Consent and Acknowledgement form; side-by-side chart comparing Covered California Marketplace Plans and Health Care Sharing Ministries.

Steps to submit a help request and how to start a live chat session with a Service Center Representative.

Frequently asked questions and answers about DACA recipients.

*Starting July 1, 2025, Deferred Action for Childhood Arrivals (DACA) recipients are not considered lawfully present for Covered California eligibility.

Information about changes to financial help in plan year 2026.

Explains the subsidy program for consumers affected by a strike, lockout, or labor dispute.

Training guide to assist with mandatory voter registration.

Walkthrough of steps to fill out and submit a Storefront application.

Guide to customize the outgoing Follow-up Message on Acceptance for the Help On Demand Tool.

Documents to learn more about the Help On Demand tool and what you need to know to participate and begin receiving referrals.

Contact information for Covered California’s Field Operations & Account Service Team by sales area within California.

Resources for OE 26 Kick-off Events.

Registration dates and locations for upcoming Open Enrollment Kick-off Events.

Information on consumer consent for verification to avoid loss of financial help.

Step-by-step instructions for Certified Enrollers assisting consumers who want to disenroll or cancel their current health and/or dental plan.

CalHEERS updates and enhancements, effective September 22, 2025.

Guide to help understand ROP and auto-discontinuance.

How to assist consumers with reviewing, selecting, and enrolling in a Covered California Qualified Health Plan (QHP).

Illustrates the Enrollment Dashboard with an at-a-glance view of a consumer’s enrollment information and application progress.

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).

Descriptions of the fields found within the Book of Business.

Guide outlining upcoming changes based on federal Marketplace rules.

Guide with information and instructions for navigating the Consumer Retention Workspace (CRW), a tool in the Enroller Portal that helps track and manage active renewals.

Covered California plan rates by county for plan year 2026.

Covered California regional bronze and silver rates for plan year 2026.

Covered California Qualified Health Plans hospital networks by county for plan year 2026.

Instructions on the Covered California renewal process.

Vision coverage information.

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.

Information on the reminder notice sent to consumers in a conditional eligibility status.

A step-by-step guide to assist enrollers with the income section of the online application.

Informs users how to access their Book of Business report to view, export, and search and filter active and pending Consumer delegations.

Questions and answers regarding assisting consumers in Medi-Cal.

Reference guide on what to count for income for APTC/CSR.

Instructions on how to navigate the Shop & Compare tool.

Important information about the delegation change request policy and the process for Agents and CECs.

Provides an overview of the Enroller Portal for Agency and Entity users.

Instructions on how to effectively use the “Search” functionality in the Agent or CEC Portal.

Tips and reminders for the renewal process including links and information on Renewal Notices.

Enhanced renewal notices that outline a consumer’s current health plan and compare it to an alternative, lower-priced health plan option.

Enhanced renewal notices that outline a consumer’s current health plan and compare it to an alternative, lower-priced health plan option.

Sample notice to consumers explaining the renewal process and the importance of retaining health insurance.

NOD12A – Consumers enrolled in a plan, and eligible for Advanced Premium Tax Credit (APTC).

Sample notice to consumers explaining the renewal process and the importance of retaining health insurance.

NOD12A – Consumers enrolled in a plan, and eligible for Advanced Premium Tax Credit (APTC).

Sample notice to consumers explaining the renewal process and the importance of retaining health insurance.

NOD12D – Consumers who are enrolled in a dental plan only.

Sample notice to consumers explaining the renewal process and the importance of retaining health insurance.

NOD12D – Consumers who are enrolled in a dental plan only.

Sample notice to consumers informing them that Covered California needs their consent (permission) to see if they qualify for financial help.

Sample notice to consumers informing them that Covered California needs their consent (permission) to see if they qualify for financial help.

Guide explaining the Beyond Covered: Grocery Support Program, which provides additional support for enrollees who struggle with food insecurity.

Guide explaining the Beyond Covered: Child Savings Account Program, which provides financial incentives for Covered California children under 2 to attend well-child visits and receive recommended vaccines.

Steps for Certified Enrollers to assist consumers with the delegation, application, and enrollment process.

Steps showing the process to use the Affordability Tool on the Covered California website to determine if a consumer and their family have an offer of employer-sponsored health coverage that meets the minimum value standard and is affordable.

Shows a description of targeted renewal notices and the audience who might receive them.

Guide to assist consumers who received financial help but did not file their taxes.

Provides Agents and Certified Counselors steps for delegating, de-delegating, and transferring Consumer cases or Book of Business.

California residents must maintain minimum essential health care 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.

Information for Agency Managers on the Admin Staff Role in the Agency Portal.

Guide to help consumers reset and/or retrieve their username or password in CalHEERS.

Outline of daily summary notification sent by CalHEERS to the Secure Mailbox page.

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.

Guide outlining the steps for enrollers to self-serve and delegate a consumer’s case to their Book of Business.

Document answering common questions regarding Medi-Cal to Covered California Enrollment Program.

Sample notices to consumers whose Medi-Cal coverage is ending. The letters contain information about Covered California health plan options and the financial help available.

Silver 73 – $0 Premium

Silver 73 – with Premium

Silver 94 – $0 Premium

Silver 87 – with Premium

Details the features available for account self-management on the My Profile page.

Document containing questions and answers for the recent Enroller Portal webinars specifically for Agency Users.

How to change a Qualified Health Plan (QHP) or Qualified Dental Plan (QDP).

Instructions for Admin Staff, Level 2, to add new Agents to the Agency. Also, provide steps to guide new Agents through the CalHEERS account creation process.

Steps to access Proof of Coverage statements for enrollees who provide consent to share their enrollment information with app-based driver network companies.

Sample informational notice Covered California sends to primary subscribers who may have over-age dependents enrolled on their health plan and are at risk of losing coverage.

Step-by-step instructions on how Certified Enrollers may assist consumers in making a monthly premium payment for a pending Plan (Health or Dental) from the consumer’s perspective.

Includes details about where consumers can find a licensed or registered tax preparer or low-cost tax preparation services.

Guide to explain the Continuity of Care QLE that triggers a Special Enrollment Period.

Information about notices sent to Applicable Large Employers of consumers who reported that they were not offered affordable, minimum value standard coverage.

Commonly asked questions and answers regarding the Special Enrollment Period.

Comprehensive list of common questions and answers regarding the “family glitch”.

Common scenarios of Affordable, Not Affordable, and Mixed affordability determinations.

Shows what the Duplicate Prevention Logic pop-up looks like and outlines the steps of what to do when it appears.

Information on Covered California’s Special Enrollment Period Verification process and how to assist consumers with Special Enrollment verification needs.

Provides information for Primary Contacts (PC) and Authorized Contacts (AC) to add an additional or backup PC or AC to a certified Entity.

Guide to complement the existing “Add an Event” portal link, which enables enrollers to add events to the Covered California Events page.

Information about how app-based drivers can qualify for Covered California.

Information on the multiple coverage options for pregnant women.

Assists Service Center Representatives (SCRs), Navigators, Agents, and Certified Enrollment Counselors (CECs) with voter registration over the phone.

Steps to access the Agency or Entity Book of Business and the My Book of Business for Agency and Entity users.

Instructions for Agency Managers to edit profile information for Agents within their Agency.

Instructions for how to transfer consumer delegations between Agents within the Agency.

Assists Navigators, Certified Enroller Counselors (CECs), and Certified Insurance Agents in providing in-person voter registration assistance.

Steps enrollee can follow to change the amount of their premium assistance via the Enrollment Dashboard page.

Consumers may be eligible for financial help to lower their monthly premium payment for their health insurance plan (health plan). This document outlines the types of federal financial help available to eligible consumers.

Additional Medi-Cal reminders and resources.

Guide to explain options available to prove income attested on the application.

*Effective August 25, 2025, for enrollment year 2026, Covered California will no longer accept an applicant’s signed Attestation of Income when tax data is unavailable.

Identity proofing can be done by one of three methods: visual verification, remote identity proofing (RIDP), or paper application.

Guide explaining the benefits for federally recognized American Indian/Alaskan Native tribal members.

Guide for enrollers to assist applicants with the Remote Identity Proofing process.

Guide for certified Enrollers on steps to access a consumer’s form 1095-A.

Quick overview of each IRS Form 1095.

Sample of the letter containing important tax information and frequently asked questions about tax form 1095-A.

Sample of the letter informing the consumer of an update to tax form 1095-A.

Sample of the letter sent to consumers urging them to take action to avoid loss of financial help.

Sample of the letter sent to consumers urging them to take action to restore financial help.

Service Center hours of operation for consumers and certified enrollers.

Walkthrough of the online application for the Special Enrollment Period.