Alerts, Briefings, and Resources 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 |
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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 | |
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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 | |
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2023/01/30 | Edit Row | January Briefing |
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. |
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 |
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. |
2019/09/25 | 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. |
2024/03/14 | Edit Row | Daily Summary Email | Guide | Outline of daily summary notification sent by CalHEERS to the Secure Mailbox page. |
2024/03/13 | Edit Row | SEP 2024 Workshops | Registration | Dates, times, locations, and registration links to workshops. |
2024/03/14 | 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. |
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