Sales resources and collateral

Selling IFP medical plans

Customized sales collateral with Shield on Demand

Create professional, personalized materials to share with your potential clients to help you close the deal. Shield on Demand allows you to personalize our sales collateral with your contact information.

Shield on Demand - customize your collateral

First time using Shield on Demand?

It's very simple to use. Just update your profile, customize the materials, and download. Review the quick start guide (PDF, 1.3 MB) for step-by-step instructions.
 

Generic sales material

IFP Quick Start Guide (PDF 404 KB)
Information for your clients new to Blue Shield, perfect for the time between application submission and their effective date. 

How to register your clients online
English (PDF, 69 KB), Spanish (PDF, 126 KB)
Make the most of your client's membership - have them register online to get 24/7 access to plan information, find doctors and specialists, view their Blue Shield digital member ID card, and more.

Rates
Download the consumer and broker rate books, as well as rates by region.

Summary of Benefits (SOBs)
Get SOBs for all IFP medical plans.

Evidence of Coverage (EOCs)
View and download EOCs for all plans.

Healthcare 101 
English (PDF, 1.6 MB), Spanish (PDF, 1.6 MB)
An overview of how health coverage works for your clients who are new to healthcare.

The benefits of Specialty Duo
English (PDF, 7.1 MB), Spanish (PDF, 6.4 MB)
Offer your clients the best of both worlds - dental and vision - with one plan.

On-Exchange Family Dental flyer
English (PDF, 139 KB), Spanish (PDF, 43 KB)
Help answer your client's questions regarding our on-exchange Blue Shield of California Family Dental HMO and Blue Shield of California Family Dental PPO plans.

Why your clients need dental coverage infographic  (PDF, 195 KB)
When your clients feel better and look better, they smile more. Learn why having dental coverage is so important.

Why your clients need vision coverage infographic (PDF, 57 KB)
With regular eye exams, your clients can see far beyond whether they need glasses. Their eyes are windows into their body's health.

Teladoc for your clients (PDF, 83 KB)
Access to licensed doctors and mental health professionals by video or phone, no matter where your clients are. Medical care is available 24/7 and mental health support is available by appointment, from 7 a.m. to 9 p.m. daily.

Download the Blue Shield Mobile App
English (PDF, 214 KB), Spanish (PDF, 20 KB)
Have your clients manage their health care anytime, anywhere from their phone, tablet, or computer.  

Broker Buydown Templates
Help your clients if their subsidy is changing for 2026 or they are no longer eligible for their current plan, and show them other plan options designed to be affordable. (PDF, 930 KB)