Blue Shield of California
  • Final Days-Summer underwriting holiday and bonus program
  • Complete your 2023 product certification today
  • Get ready for AEP and pre-order your 2023 Enrollment Kits
  • Welcome Eva Mendez Broker Manager, LA market
  • 2023 D-SNP plan transition: New FAQs
  • FEMA-Declared Weather-Related Emergency or Major Disasters
  • CMS Clarification on CY 2023 MA and Part D Technical Final Rule
  • Health Coverage you can count on from Blue Shield and AAA
  • Broker training dates and Helpful FAQs
  • Tools at Your Fingertips ~

MEDICARE BROKER UPDATE

Final Days-Summer underwriting holiday and bonus program

It's summertime, and we're happy to announce that your clients may be eligible for a Medicare Supplement Plan Underwriting Holiday. For a limited time, and running through August 31, 2022, this offer allows your clients that are new to Medicare and/or new to Blue Shield of California to enroll in a Plan G, Plan G Extra, or Plan G Inspire* Blue Shield of California Medicare Supplement plan without answering any health questions or underwriting approval.

  • Plan G, Plan G Extra, and Plan G Inspire* Medicare Supplement plans are eligible for the Underwriting Holiday for effective dates of July 1, 2022, August 1, 2022, and September 1, 2022. Applications must be received with signature dates between June 1, 2022, at 12:00 a.m. through August 31, 2022, at 11:59 p.m. Please use GA code 99 when submitting applications.
  • Competing health plan members are welcome to enroll in Blue Shield's Medicare Supplement Plans G, Plan G Extra, and Plan G Inspire* without answering any health questions or underwriting approval.
  • Underwriting Holiday is available for new to Blue Shield and new to Medicare/Age-ins. Blue Shield IFP and Commercial Age-Ins are also eligible for this Underwriting Holiday. Current Blue Shield Medicare Advantage and Medicare Supplement members are not eligible for this Underwriting Holiday.
  • Must be a California resident to apply.
Applications may be completed online, emailed to MSInstall@blueshieldca.com or faxed to (844) 266-1850.

Summer is also a time when you can EARN BIG. Help your clients get more with Blue Shield of California by enrolling them in one of our benefit-rich, competitively-priced Medicare Supplement plans.

Earn $250 for every approved new to Medicare and/or new to Blue Shield Medicare Supplement plan application for an effective date of July 1, 2022, August 1, 2022, and September 1, 2022. The bonus program starts on June 1, 2022, at 12:00 a.m. and goes through August 31, 2022, at 11:59 p.m. This bonus program is limited to Plan G, Plan G Extra, and Plan G Inspire* new enrollments only.

Blue Shield is excited to introduce an additional $50 bonus for every approved dental plan sold in conjunction with Medicare Supplement Plan G, Plan G Extra, and Plan G Inspire* with an effective date of July 1, 2022, August 1, 2022, and September 1, 2022.

Please reference our Frequently Asked Questions (FAQs) or contact your Blue Shield Broker Sales Manager for additional information.

For additional information, don't hesitate to get in touch with your Blue Shield Broker Sales Manager.

*Plan G Inspire is available in select Northern California counties.


Complete your 2023 product certification today

Blue Shield's 2023 Product Certification is now open!

As a reminder, brokers/agents must be certified each year before any plans can be sold; this includes new sales and renewal payments. Timing is important because certification cannot be retroactively applied.

Helpful Tips for AEP

  • Broker/agents are required to submit their agency and their broker information on the enrollment applications, or else they will not get credit and get paid for that enrollment
  • Submissions must include FMO and Broker information for credit assignment
  • Submissions containing two agencies and no Broker will result in no credit
  • Submissions containing incorrect information will result in no credit
AHIP Certification for MAPD Sales is now open.

Get certified now to sell Blue Shield's MAPD and PDP plans for 2023 by completing the AHIP certification.1

Get reimbursed up to $100! Use the Blue Shield AHIP certification link2, and get reimbursed up to $100 of the $125 AHIP certification fee when you enroll five new Blue Shield MAPD members for the 2023 plan year.*

Please visit the Broker Connection MAPD and PDP certification page to learn more.

And remember, you must complete BOTH the AHIP certification and the 2023 Blue Shield product-specific training before you can sell any of our plans.

1You must complete training on AHIP's site through Blue Shield's registration page to be eligible for reimbursement. Download the reimbursement request form. *All five MAPD members must be active for at least 60 days prior to your request. Payments may take up to six weeks to process.
NOTE: AHIP training is required for brokers annually prior to making any sales to receive commissions for new 2023 sales. To receive 2023 renewals for MAPD and PDP clients, AHIP certification must be completed on or before 12/31/2022.
2You MUST register using our link to be eligible for reimbursement.


Get ready for AEP and pre-order your 2023 Enrollment Kits

Available now and through September 18, 2022, you can pre-order your printed 2023 Enrollment Kits.

  • Enrollment kits ordered before August 31, 2022, will ship on October 7, 2022.
  • PDF formatted kits in all languages will be available to download beginning October 1, 2022.
To pre-order your printed kits, log in to Broker Connection and access our Blue Shield of California Broker Storefront.

Once you log in to Broker Connection:
  • Under Resources, click "Order Material"
  • In the IFP and Medicare Materials section, click "Online Portal"

Note, you must complete a separate order for kits in each language (English, Spanish, etc.) needed.

Please review our Blue Shield of California Broker Storefront job aid for more information.

Still have questions about pre-ordering 2023 AEP Enrollment Kits? Contact your Blue Shield Medicare Broker Sales Manager.


Welcome Eva Mendez Broker Manager, LA market

We are pleased to introduce our newest Blue Shield Broker Sales Manager for the Los Angeles market, Eva Mendez! Comes with over 25+ years of experience in the Medicare industry. She represented a number of Health Plans serving the most vulnerable seniors. She brings experience built from a number of roles, including Customer Service, Retention, Community Outreach, Sales Representative and her most recent role as a corporate sales trainer. She is Spanish bilingual and passionate about serving the Senior Community by supporting the broker channels with her knowledge and experience.

Eva Mendez
Medicare Broker Sales Manager
Los Angeles Metro, South Bay, & Downtown
Eva.Mendez@blueshieldca.com
562-746-2805


2023 D-SNP plan transition- New FAQs

Blue Shield Promise Cal MediConnect (CMC) is ending December 31, 2022, and the California Department of Health Care Services (DHCS) is requiring CMC plans to move members to Exclusively Aligned Enrollment Dual Special Needs Plans (EAE D-SNPs) and a matching or aligned Medi-Cal Managed Care Plan, effective January 1, 2023.

  • CMC members will move to Blue Shield TotalDual Plan (HMO D-SNP) and have matching Blue Shield Promise Medi-Cal coverage.
  • Blue Shield and the Centers for Medicare & Medicaid Services (CMS) will enroll members into their new plans automatically without an enrollment choice form or application.
Blue Shield Coordinated Choice Plan (HMO) is ending December 31, 2022, and CMS wants Blue Shield to move as many dual-eligibles as possible to a Dual Special Needs Plan effective January 1, 2023.
  • Blue Shield Coordinated Choice Plan (HMO) members will move into existing Blue Shield HMO D-SNPs and Blue Shield Medicare Advantage Plans
  • Blue Shield and CMS will enroll members into their new plan automatically without an enrollment choice form or application
  • Blue Shield will assign Blue Shield Coordinated Choice Plan (HMO) members to the best plan available to them
Recently we hosted a series of Broker Town Hall/Roundtable meetings where we took a deep dive and answered questions about these changes based on all the information available today. Recordings are available to review if you missed any of those sessions.

Broker Town Hall/Roundtable – Southern California Recorded August 3, 2022 (Passcode: &rrPYf6=)
Broker Town Hall/Roundtable – Northern California Recorded August 3, 2022 (Passcode: #vV3YF#f)

For more information, please review our latest FAQs or join our 2023 D-SNP broker training.


FEMA-Declared Weather-Related Emergency or Major Disasters

The Centers for Medicare and Medicaid Services (CMS) has issued a clarification ruling for ongoing Special Enrollment Periods (SEP) for Government entity-declared disasters and other emergencies, including COVID-19.

You can review the formal announcement from June 22, 2022: FEMA-Declared Weather-Related Emergency or Major Disasters here.

CMS advises plans to take action to ensure the correct application for SEPs is applied and refer plans to the following sections in manual guidance for details on the SEP:

  • Section 30.4.4.18 and 30.4.4.21 of Chapter 2 (Medicare Advantage Enrollment and Disenrollment) of the Medicare Managed Care Manual.
  • Section 30.3.8.16 and 30.3.8.19 of Chapter 3 (Eligibility, Enrollment and Disenrollment) of the Medicare Prescription Drug Benefit Manual.


CMS Clarification on CY 2023 MA and Part D Technical Final Rule

The Centers for Medicare & Medicare Services (CMS) has provided guidance and final ruling (MA and Part D Technical Final Rule (CMS-4192-F, CMS–1744–F, and CMS–3401–F) on Producer Third Party Marketing Organizations (TPMO) and Field Marketing Organizations (FMO) sales and marketing practices.

These changes will go into effect beginning October 1, 2022, for coverage year 2023.

Requirements of the ruling include:

  • TPMO Disclosures
  • Beneficiary Call Recording
  • Multilanguage Taglines (1557)
  • MLR Reporting
Stay tuned; we’ll be providing more information as it becomes available.


Health Coverage you can count on from Blue Shield and AAA

Blue Shield of California and AAA have teamed up to offer an innovative benefit1 available in select plans and counties. With these select plans, eligible members receive a one-year new or renewal Classic AAA Membership,1 annually upon enrollment. Enroll your clients in a Medicare plan with the Independence and Safe Mobility with AAA benefit,2 and help them lead vibrant and independent lives. Please review our benefit FAQ for more information.

We offer four plans with the Independence and Safe Mobility with AAA benefit depending on your client's needs.

  • Blue Shield Plan G Inspire2 (Medicare Supplement)
  • Blue Shield Inspire (HMO)2
  • Blue Shield Inspire (HMO D-SNP)2
  • Blue Shield Select (PPO)2
Log on to Shield on Demand for customizable client-facing materials.

1One-year new or renewal Classic AAA Membership, included with your plan, annually upon enrollment. The value of the Classic AAA Membership is subject to change. AAA Membership provided by AAA Northern California, Nevada & Utah.
AAA Northern California, Nevada & Utah is independent of Blue Shield of California.
© 2021 AAA Northern California, Nevada & Utah. All rights reserved.
2Available in select plans and counties in northern California. For Medicare Advantage Plans, members must qualify to receive the Independence and Safe Mobility with AAA Special Supplemental Benefit for the Chronically Ill. Eligibility approval is not required for Medicare Supplement Plan G Inspire.


Broker training dates and Helpful FAQs

We’re committed to providing you with the tools and resources to help our members navigate the complicated and evolving healthcare space. Broker training events are your opportunity to interact and ask questions with our Blue Shield team of subject matter experts.

Topics Include:

  • 2023 Certifications-Get Ready to Sell
  • Medicare Supplement plan underwriting holiday & bonus program
  • Digital Online Enrollment Tools
  • Dual Eligible Special Needs Plan (DSNP) & Low Income Client (LIC) Special Enrollment

Broker Training Webinar Schedule

Also, please remember to bookmark the News and Announcement page on Broker Connection for helpful information and FAQs.


Tools at Your Fingertips ~

We want to provide you with all the resources you need to succeed. Here are some tools to help you be an expert guide for your clients when discussing Blue Shield of California plans:

  • 2022 Commission payout calendar
  • Order enrollment kits online
  • Access Shield on Demand to help you grow your business
  • Find archived Medicare newsletters
  • Member resources and support during wildfires
Stay current on the latest health news from Blue Shield of California by visiting our News Center, or receive updates in your inbox by subscribing today.


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© Blue Shield of California 1999-2022. All rights reserved. Blue Shield of California is an independent member of the Blue Shield Association. Health insurance products are offered by Blue Shield of California Life & Health Insurance Company. Health plans are offered by Blue Shield of California.