Alerts, Briefings, and Resources for Certified Enrollment Representatives 

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

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

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

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

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

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

Step-by-step instructions for Individual Agents within an Agency to extract their Book of Business from their CalHEERS portal

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.

Agency Portal Navigation Assistance

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.

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

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.

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

CalHEERS updates and enhancements, effective June 17, 2024.

Information on the multiple coverage options for pregnant women.

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

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

Information on consumer consent for verification to avoid loss of Advanced Premium Tax Credit (APTC) or Cost-Sharing Reductions (CSR).

CalHEERS updates and enhancements, effective September 23, 2024.

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

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.

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

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

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

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

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

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

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.

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

Instructions for Agency users to access an aggregate Agency Book of Business (BOB) or a BOB for any Agent within the Agency.

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.

Instructions for howto transfer consumer delegations between Agents with the Agency.

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

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

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

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

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

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

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

Covered California Qualified Health Plans hospital networks by county for plan year 2025.

Covered California regional bronze and silver rates for plan year 2025.

Covered California plan rates by county for plan year 2025.

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.

Instructions to transfer consumer delegations between Agents within the Agency.

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

Guide to help understand ROP and auto-discontinuance.

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

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

Vision coverage information.

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

Guide for Certified Enrollers which includes information on form 1095-A and ways to help consumers complete this form.

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

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

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

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

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

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.

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

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.

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.

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.

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

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

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

Questions and answers regarding assisting consumers in Medi-Cal.

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

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

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.

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

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

Walkthrough of the online application for the Special Enrollment Period.

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.

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

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

Instructions on how to navigate the Shop & Compare tool.

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

Instructions on the Covered California renewal process.

Information on consumer consent for verification and tax attestation and how certified enrollers can help.

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

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.

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.

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.

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

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

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

Service Center hours of operation for consumers and certified enrollers.

Quick overview of each IRS Form 1095.

Commonly asked questions and answers regarding the Special Enrollment Period.

Information about health care stipends available to qualified individuals.

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

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).

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

Frequently asked questions and answers about the new rule expanding health care coverage to DACA recipients, including how individuals qualify.

*On March 10, 2025, the U.S. Department of Health and Human Services (HHS) introduced new proposed rules that, if finalized, would remove Deferred Action for Childhood Arrivals (DACA) recipients from being considered “lawfully present” for eligibility, thus making them ineligible to enroll in a health insurance plan through Covered California, for Advanced Premium Tax Credits (APTC), and cost-sharing reduction (CSRs).

Covered California is reviewing the proposed rules to determine their potential impacts. Until the rules become final, the current policies remain in effect and unchanged. To ensure awareness, we will promptly share updates that may impact our consumers or enrollment partners.

Guide for enrollers to help DACA recipients sign up for a health insurance plan using a Special Enrollment Period (SEP).

*On March 10, 2025, the U.S. Department of Health and Human Services (HHS) introduced new proposed rules that, if finalized, would remove Deferred Action for Childhood Arrivals (DACA) recipients from being considered “lawfully present” for eligibility, thus making them ineligible to enroll in a health insurance plan through Covered California, for Advanced Premium Tax Credits (APTC), and cost-sharing reduction (CSRs).

Covered California is reviewing the proposed rules to determine their potential impacts. Until the rules become final, the current policies remain in effect and unchanged. To ensure awareness, we will promptly share updates that may impact our consumers or enrollment partners.

Additional Medi-Cal reminders and resources.

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

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