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 |
|---|---|---|---|---|
| 2019/05/17 | Edit Row | Premium Payment Job Aid | 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. |
| 2019/05/17 | Edit Row | Cancel and Disenroll Coverage Job Aid | Job Aid | Step-by-step instructions for Certified Enrollers assisting consumers who want to disenroll or cancel their current health and/or dental plan |
| 2019/06/20 | Edit Row | CalHEERS Entity Portal | Job Aid | Instructions for Certified Enrollment Entities on their CalHEERS Portal |
| 2019/06/20 | Edit Row | CalHEERS Counselor Portal | Job Aid | Instructions for Certified Enrollment Partners (Certified Enrollment and Application Counselors) on their CalHEERS Portal. |
| 2019/04/10 | Edit Row | Consent, Income, Tax Attestation | Quick Guide | Quick Guide regarding notices sent to consumers at risk of losing APTC. |
| 2019/03/12 | Edit Row | Evaluating Agent Commissions | Questions & Comments | Questions & comments received for Evaluating Agent Commissions. |
| 2019/03/12 | Edit Row | Sharing Ministry Plans | Questions & Comments | Questions & comments received for Sharing Ministry Plans. |
| 2019/01/11 | Edit Row | Transferring Consumers within an Entity – Certified Enrollment Entities | Job Aid | Step-by-step instructions to transfer consumer delegations within a Certified Enrollment Entity. |
| 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. |
| 2018/11/06 | Edit Row | Proposed Changes to the Public Charge Determination for Certified Enrollers | Quick Guide | Information for Certified Enrollers regarding Proposed Changes to the Public Charge Determination. |
| 2018/11/21 | Edit Row | Resources for Wildfire Victims for Certified Enrollers | Quick Guide | Information for Certified Enrollers on resources for wildfire victims. |
| 2018/10/02 | Edit Row | Medi-Cal Program Overview Slide Deck & Quick Guide | Overview | Informational Overview of Medi-Cal. |
| 2019/07/25 | Edit Row | Assisting Medi-Cal Eligible Consumers FAQ | FAQ | Questions and answers regarding assisting consumers in Medi-Cal. |
| 2018/10/12 | Edit Row | 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. |
| 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. |
| 2019/09/25 | Edit Row | 2020 County Rate Plan Offering | Power Point | Review and overview of 2020 County Rates & Plan Offerings |
| 2018/09/19 | Edit Row | 18.9 CalHEERS Release | Release Notes | Important Information for Certified Enrollers to stay up-to-date with the implemented changes occurring with CalHEERS in the 18.9 release on September 24, 2018. |
| 2018/09/19 | Edit Row | Shop & Compare Job Aid | Job Aid | 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 | Approved Admin Staff Quick Guide | Quick Guide | Information for Agency Managers on the process of adding Approved Admin Staff 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 |
| 2018/04/13 | 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. |
| 2017/12/13 | 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 | 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. |
| 2019/07/18 | Edit Row | 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 | 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. |
| 2017/10/06 | Edit Row | Covered California Vision Covereage - VSP & EyeMed | Quick Guides | |
| 2019/06/20 | Edit Row | CalHEERS Application | Job Aid | 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. |
| 2017/08/17 | Edit Row | Anthem Quick Guide Certified Enrollers | Quick Guide | Guidance to assist consumers with the 2018 benefit year |
| 2019/06/20 | Edit Row | Agency Portal Quick Guide | Quick Guide | Agency Portal Navigation Assistance |
| 2017/07/28 | Edit Row | Add a New Agent to an Agency | Job Aid | Step by step instructions for Agency Managers on adding new agents to their agency. |
| 2017/07/11 | Edit Row | Pregnancy Coverage | Quick Sheet | Information on the multiple coverage options for pregnant women. |
| 2017/07/07 | Edit Row | Countable Sources of Income | Chart | Chart to assist Enrollers with Understanding which incomes CCA counts. |
| 2017/06/09 | Edit Row | Get Help Quick Guide | Quick Guide | 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. |
| 2017/04/06 | Edit Row | CalHEERS Password Reset Job Aid | Job Aid | Instruction on how to reset your CalHEERS password |
| 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. |
| 2016/11/18 | Edit Row | Certified Enroller Portal Search | Training Guide | Instructions on how to effective use the Search functionality in the Agent or CEC Portal. |
| 2016/07/29 | Edit Row | Special Enrollment Frequently Asked Questions | FAQ | Collection of questions from the Special Enrollment webinar and field campaigns. |
| 2016/06/07 | Edit Row | 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 | Edit Row | County Children's Health Initiative Program (CCHIP) | Quick Guide | Information on CCHIP, who qualifies for the program, and important contact information. |
| 2016/02/18 | Edit Row | 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 | Edit Row | Authorized Representative Form in English and Spanish | Form | Form to designate an authorized representative. |
| 2015/12/09 | Edit Row | 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 | Edit Row | Agent Agreement Corrections | Fact Sheet | Information on what steps to take when you receive a DocuSign® agreement with incorrect information. |
| 2015/11/06 | Edit Row | AIDS Drug Assistance Program (ADAP) | Reference Guide | Quick facts on medication and insurance access programs for people living with HIV. |
| 2020/03/20 | Edit Row | Voter Registration Training Guide – In Person | Task Guide | Protocol for in-person assisters to provide voter registration assistance. |
| 2020/03/20 | Edit Row | Voter Registration Training Guide – Phone | Task Guide | Protocol for phone assisters when offering voter registration services. |
| 2015/10/19 | Edit Row | Voter Registration Training – PBE Only | Task Guide | Plan Based Enroller (PBE) protocols for offering voter registration services |
| 2015/09/02 | Edit Row | Medicare Factsheet | Talking Points | Quick and important facts about Medicare including scenarios. |
| 2019/07/19 | Edit Row | CalHEERS 19.7 Video Walkthrough | Video | Watch this video to review the enhanced and new functions within CalHEERS. |
| 2019/07/19 | Edit Row | CalHEERS 19.7 Release Notes | Release Notes | An overview of the important changes occurring in CalHEERS with this release. |
| 2020/04/16 | Edit Row | How to Reset Your Password and Retrieve Your Username | Quick Guide | Form 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. |
| 2019/10/16 | Edit Row | CalHEERS 19.9 Self-Enroll Instruction Guide | Quick Guide | Instructions to self-enroll in CalHEERS 19.9 Training via LMS. |
| 2020/02/25 | Edit Row | 20.2 Release Toolkit | Toolkit | Highlights to important changes within CalHEERS |
| 2020/06/29 | Edit Row | 20.6 Release Toolkit | Toolkit | Important enhancements and changes within CalHEERS. |
| 2020/10/15 | Edit Row | Open Enrollment Webinar FAQ | FAQ | Consolidated Frequently Asked Questions (FAQ) document answering questions received at the Statewide webinar and the subsequent regional webinars. |
| 2020/10/23 | Edit Row | Domestic Abuse or Spousal Abandonment QLE | Quick Guide | Full Details of “Victim of domestic abuse or spousal abandonment” QLE. |
| 2021/02/16 | Edit Row | 21.2 Release Toolkit | Toolkit | Important enhancements and changes within CalHEERS. |
| 2021/03/24 | Edit Row | The American Rescue Plan FAQ | FAQ | Consolidated Frequently Asked Questions (FAQ) document answering our Certified Enrollers’ top questions about the American Rescue Plan. |
| 2020/03/20 | Edit Row | Voter Registration Training Guide | Training Guide | Training guide for assisters to provide voter registration assistance. |
| 2020/04/10 | Edit Row | American Rescue Plan Suggested Messaging for Enrollers | Document | Specific messaging and suggested talking points to help you contact consumers and make sure they are not missing out on potential financial help. |
| 2020/05/27 | Edit Row | Unexpected Plan Changes Q&A | Document | Details on why some consumers are seeing an unexpected change to their plan after ARP financial help is applied; information on what you and your consumers can do. |
| 2021/06/14 | Edit Row | 21.6 Release Toolkit | Toolkit | Important enhancements and changes within CalHEERS. |
| 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. |
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