Dental
- New Dental Choice Flyer
- DENTAL Example Questionnaire Terminology Tips
- Broker Tips for Dental plans, Terminology & FAQ
Health (Dental) Coverage
Disability
- TBS Broker Tool Kit crash course report
- Example of Healthy Client in CA
- Disability Insurance Q&A
- Best Disability Insurance Companies Of 2023 – Forbes Advisor
Health
Covered CA
- Individuals and Families Information
- Agents
- Covered CA Learning Center
- Enrollment Partner Toolkit
- Covered CA American Rescue Plan FAQ
- Covered CA – How to Establish a Person’s Identity
- Covered CA – How to Estimate Income for Self-Employed People
- Covered CA – How to Estimate Your Income
- California No Medical Insurance Tax Penalty
- Covered CA – Broker Designation Video
- Covered CA – How to Report a Change
- Covered CA Health Insurers
- Covered CA – Special Enrollment Period – Qualifying Life Events
Covered CA – Guide (Income) for the Exchange and MediCal
Covered CA – Sales
How to Pick a Health Plan
- CREBP ACA CONTACT & ADDITIONAL INFORMATION
- COVERED CA ARP FAQ
- “How to Choose the Right Health Plan” – Nerd Wallet
- Kaiser Services Outside of Service Area PDF
Health Concerns
- ABC Health Concerns and the Use of ER
- Infertility – Women’s Health Policy Information
- Tree of Life Kaiser Infertility Center
Registering for a Health Plan
Applications
- 2023 California Special Enrollment Period (SEP) Supplemental Information
- CREBP-NORBAR Anthem 2023 Enrollment Application
- CREBP Anthem Information Change Form 2021
- Kaiser Special Open Enrollment Qualifications
- CREBPT Kaiser Application 2023
- CREBP Kaiser Change Form (2020-2021)
- CREBP 2022 Kaiser Northern California Sample Fee List
- CREBP 2022 Kaiser Southern California Sample Fee List
Life
Guaranteed Issue Life Coverage
Referrals
Sales
Sales – Covered CA
Sales – Drug Coverage
Sales – Prospecting for Health (Medical) Coverage
- Prospecting 101
- The Sales Process – Prospecting
- Broker Prospect Questionnaire
- Broker Sales Call and Email Tips
- D&B Email Tips
- 21 Insurance Sales Tips
- Successful Selling – Value
- TBS Tri-Fold Brochure
Sales – Health (Medical) Coverage
- Soft Close
- Anthem Blue Card Info
- Anthem Sydney Health Mobile App Flyer
- Connect with Anthem Sydney Health Flyer
- Anthem Digital ID Card User Guide
Sales – HSA/HDHP/HRA/FSA/ICHRA Health
- HSA Contribution Chart 2023
- 10 HSA Rules For Advisors
- What are the differences between HSAs, HRAs and FSAs?
- HSA/FSA/HRA How to save taxes
- HSA Article – Broker Tips
- HSA Resources
- Health Savings Account Video
- Complete Guide to ICHRA – 2021
- HRA Comparison Chart
- HRA Expanded Use Comparison
- ICHRA Guide
- RTO ICHRA ADMINISTRATION
- ICHRA 301
Supplemental Coverages
- GEO Blue Travel Insurance 1
- Geo Blue Travel Insurance 2
- Travel Medical Insurance Flyer
- GeoBlue Travel Insurance
- HTH Travel Insurance
- Legal Shield Overview
- ID Shield /Non-Group Flyer
- LegalShield/IDShield Broker Presentation
Glossary of Terms
Guide for Mid-Year Deductible and OOP Credit Crossover between CREBP – Anthem Blue Cross and Kaiser Group Plans
- Anthem Blue Cross Deductible Credit
- Kaiser 2020 Group Plan Deductible and OOP Crossover Credit Guide
Long Term Care
Medicare
Special Enrollment/Mid-Year Enrollment
- Kaiser Special Enrollment Qualifications
- Blue Shield Special Enrollment Qualifications
- Health-Net Special Enrollment Qualifications
- Covered CA Special Enrollment Qualifications
- Anthem Special Enrollment Qualifications