Broker Tool Kit

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Dental

  1. New Dental Choice Flyer
  2. DENTAL Example Questionnaire Terminology Tips
  3. Broker Tips for Dental plans, Terminology & FAQ

Health (Dental) Coverage

  1. Kaiser Pediatric Delta Dental

Disability

  1. TBS Broker Tool Kit crash course report
  2. Example of Healthy Client in CA
  3. Disability Insurance Q&A
  4. Best Disability Insurance Companies Of 2023 – Forbes Advisor

Health

Covered CA

  1. Individuals and Families Information
  2. Agents
  3. Covered CA Learning Center
  4. Enrollment Partner Toolkit
  5. Covered CA American Rescue Plan FAQ
  6. Covered CA – How to Establish a Person’s Identity
  7. Covered CA – How to Estimate Income for Self-Employed People
  8. Covered CA – How to Estimate Your Income
  9. California No Medical Insurance Tax Penalty
  10. Covered CA – Broker Designation Video
  11. Covered CA – How to Report a Change
  12. Covered CA Health Insurers
  13. Covered CA – Special Enrollment Period – Qualifying Life Events

Covered CA – Guide (Income) for the Exchange and MediCal

  1. Covered CA 2023 Federal Poverty Level Chart showing Income Guidelines

Covered CA – Sales

  1. American Rescue Plan FOQ for Enrollers
  2. American Rescue Plan Suggested Messaging for Enrollers

How to Pick a Health Plan

  1. CREBP ACA CONTACT & ADDITIONAL INFORMATION
  2. COVERED CA ARP FAQ
  3. “How to Choose the Right Health Plan” – Nerd Wallet
  4. Kaiser Services Outside of Service Area PDF

Health Concerns

  1. ABC Health Concerns and the Use of ER
  2. Infertility – Women’s Health Policy Information
  3. Tree of Life Kaiser Infertility Center

Registering for a Health Plan

  1. Register for Kaiser Permanente

Applications

  1. 2023 California Special Enrollment Period (SEP) Supplemental Information
  2. CREBP-NORBAR Anthem 2023 Enrollment Application
  3. CREBP Anthem Information Change Form 2021
  4. Kaiser Special Open Enrollment Qualifications
  5. CREBPT Kaiser Application 2023
  6. CREBP Kaiser Change Form (2020-2021)
  7. CREBP 2022 Kaiser Northern California Sample Fee List
  8. CREBP 2022 Kaiser Southern California Sample Fee List

Life

Guaranteed Issue Life Coverage

  1. MOO Evidence of Insurability
  2. MOO Enrollment and Rates

Referrals

  1. How to ask for Referrals

Sales

  1. TBS Unique Marketing Page
  2. TBS Website Broker Tool Kit – Sales Statistics

Sales – Covered CA

  1. Short Form Questionnaire
  2. Paying Your Premium

Sales – Drug Coverage

  1. Anthem Rx Select Drug List for the Small Group

Sales – Prospecting for Health (Medical) Coverage

  1. Prospecting 101
  2. The Sales Process – Prospecting
  3. Broker Prospect Questionnaire
  4. Broker Sales Call and Email Tips
  5. D&B Email Tips
  6. 21 Insurance Sales Tips
  7. Successful Selling – Value
  8. TBS Tri-Fold Brochure

Sales – Health (Medical) Coverage

  1. Soft Close
  2. Anthem Blue Card Info
  3. Anthem Sydney Health Mobile App Flyer
  4. Connect with Anthem Sydney Health Flyer
  5. Anthem Digital ID Card User Guide

Sales – HSA/HDHP/HRA/FSA/ICHRA Health

  1. HSA Contribution Chart 2023
  2. 10 HSA Rules For Advisors
  3. What are the differences between HSAs, HRAs and FSAs?
  4. HSA/FSA/HRA How to save taxes
  5. HSA Article – Broker Tips
  6. HSA Resources
  7. Health Savings Account Video
  8. Complete Guide to ICHRA – 2021
  9. HRA Comparison Chart
  10. HRA Expanded Use Comparison
  11. ICHRA Guide
  12. RTO ICHRA ADMINISTRATION
  13. ICHRA 301

Supplemental Coverages

  1. GEO Blue Travel Insurance 1
  2. Geo Blue Travel Insurance 2
  3. Travel Medical Insurance Flyer
  4. GeoBlue Travel Insurance
  5. HTH Travel Insurance
  6. Legal Shield Overview
  7. ID Shield /Non-Group Flyer
  8. LegalShield/IDShield Broker Presentation

Glossary of Terms

  1. Glossary of Health Medical Insurance Terms

Guide for Mid-Year Deductible and OOP Credit Crossover between CREBP – Anthem Blue Cross and Kaiser Group Plans

  1. Anthem Blue Cross Deductible Credit
  2. Kaiser 2020 Group Plan Deductible and OOP Crossover Credit Guide

Long Term Care

  1. LTC Pocket Guide

Medicare

  1. 2023 Medicare Update
  2. AARP Health Care Costs

Special Enrollment/Mid-Year Enrollment

  1. Kaiser Special Enrollment Qualifications
  2. Blue Shield Special Enrollment Qualifications
  3. Health-Net Special Enrollment Qualifications
  4. Covered CA Special Enrollment Qualifications
  5. Anthem Special Enrollment Qualifications

Vision

  1. 4 Steps for Selling Dental vision and hearing insurance
  2. Vision Plan Matrix