Webinars & Briefings for Certified Enrollment Representatives
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Webinars
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Agent Briefings & Alerts
- Director’s Corner with important CCA updates
- Links to Enrollment Partner Toolkits
- Latest news from Covered California
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Community Partner Briefings & Alerts
- Director’s Corner with important CCA updates
- Links to Enrollment Partner Toolkits
- Latest news 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 |
|---|---|---|---|---|
| 2022/06/16 | Edit Row | Description Special Enrollment Period 2022, Regional Training Workshop - Continue Coverage for Consumers. |
(PDF) | (Video) |
To subscribe to the Covered California Community Partner email list, please contact outreachandsales@covered.ca.gov
| Date | Editor Options | In This Issue | |
|---|---|---|---|
| 2023/01/30 | Edit Row | January Briefing |
To subscribe to the Covered California Community Partner email list, please contact outreachandsales@covered.ca.gov
| Date | Editor Options | In This Issue | |
|---|---|---|---|
| 2023/01/30 | Edit Row | January Briefing |
| Date | Editor Options | Resource | Document Type | Description |
|---|---|---|---|---|
| 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. |
| 2019/10/16 | 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. |
| 2018/10/11 | 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 |
| 2018/07/20 | Edit Row | Add New Admin Staff Job Aid – Agency Manager | Job Aid | Step by step instructions for Agency Managers on adding new Admin Staff to their Agency |
| 2018/07/20 | Edit Row | Add New Agent Job Aid – Staff Role | Job Aid | Step by step instructions for Approved Admin Staff on adding new agents to the agency |
| 2018/07/20 | Edit Row | Acting on Behalf of an Agent Job Aid – Admin Staff | Job Aid | Step by step instructions for Approved Admin Staff to act on behalf of an Agent. |
| 2018/07/20 | Edit Row | Transferring Consumers Within an Agency Job Aid – Admin Staff | Job Aid | Step by step instructions for Approved Admin Staff on transferring consumers 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 |
| 2018/02/08 | Edit Row | 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 | Edit Row | 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 Row | 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 | Edit Row | Transferring Consumers Within an Agency | Job Aid | Step-by-step instructions to transfer consumer delegations between Agents within the Agency. |
| 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. |
| 2019/09/25 | Edit Row | Consent for Verification | Quick Guide | Information on consumer consent for verification and how certified enrollers can help. |
| 2019/06/20 | Edit Row | Agency Portal Quick Guide | Quick Guide | Agency Portal Navigation Assistance |
| 2017/07/11 | 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. |
| 2019/09/25 | Edit Row | Conditionally Eligible | Quick Guide | Information on the reminder notice sent to consumers in a conditional eligible status. |
| 2016/03/14 | Edit Row | County Children's Health Initiative Program (CCHIP) | Quick Guide | Information on CCHIP, who qualifies for the program, and important contact information. |
| 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. |
| 2019/09/25 | Edit Row | Consumer Delegation | Quick Guide | Newly Created: Form for consumers to use to delegate a Certified Enroller. |
| 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. |
| 2022/03/21 | 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. |
| 2023/05/17 | Edit Row | Portal Alert Notices | Guide | Outline of daily summary notification alerts sent by CalHEERS to the Secure Mailbox page. |
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